Skip to content

Salesforce CRM

Category: CRM (beta) · Vendor: RolChat (first party)

Connects a Salesforce org to the RolChat CRM. The plugin is in beta: it is available to Owners only until it leaves beta, and its field mapping may change.

What it does

Section titled “What it does”
  • Matches contacts by e-mail and accounts by domain; creates missing records on both sides according to the direction you choose.
  • Maps RolChat deals to Salesforce opportunities with a stage mapping per pipeline.
  • Enriches RolChat cards with the Salesforce fields you select.
  • Writes resolved conversations and tickets as Salesforce activities.

Setup

Section titled “Setup”
  1. Settings → Plugins → Catalogue → Salesforce → Connect (Owner).
  2. Sign in to Salesforce with a user that has API access; approve the scopes contacts:read, contacts:write, companies:read, deals:write.
  3. Map objects and stages; choose enrichment fields.
  4. Set the sync schedule or run the first sync by hand and check the plugin log.