Salesforce Integration: Features with Linq Blue
🔹 Core Integration Capabilities
| Category | Feature | Description |
|---|---|---|
| Contact Sync | Two-Way Sync | Contacts stay current between Linq and Salesforce in real time. |
| Lead Creation | Automatically create Leads when new contacts scan or submit Linq forms. | |
| Field Mapping | Map Linq fields to any Salesforce standard or custom field. | |
| Owner Assignment | Assign new records to the page owner or a default Salesforce user. | |
| Activity Logging | Custom Linq Activities | Detailed transcripts, call logs, recordings, and message history within Salesforce. |
| Standard Tasks | Mirror Linq activities to Salesforce’s native “Task” object for reporting. | |
| Enhanced Timeline View | Unified activity feed showing calls, iMessages, and notes in order. |
🔹 Linq Blue Calling Features
| Feature | Description |
|---|---|
| Caller ID Control | Outbound calls display your verified Linq Blue number. |
| Inbound Call Notifications | Receive calls via Linq App (web or mobile) with audible alerts even if Salesforce isn’t active. |
| Call Logging & Recordings | Each call logs automatically with timestamps and recording playback links. |
| Call Forwarding | Forward incoming calls to another Linq user or external dialer (like Dialpad). |
| Call Transcripts | View AI-generated transcripts in the Linq Activity Component. |
| Dual Logging Option | Sync calls to both Linq’s custom activity view and Salesforce’s native Activity object. |
| Call Outcomes | Mark calls as “Connected,” “No Answer,” “Left Voicemail,” etc., for reporting. |
🔹 Linq Blue Messaging Features
| Feature | Description |
|---|---|
| Two-Way iMessage & SMS | Send and receive messages through your Linq Blue number within Salesforce. |
| Inbox View | Access all active conversations in the “Messages” tab. |
| Thread History | View complete message history tied to the Lead/Contact record. |
| Attachments | Send photos, PDFs, or short videos via iMessage. |
| Voice Memos | Record and send short audio clips directly in a conversation. |
| Smart Replies & AI Suggestions | Insert templated or AI-generated message responses. |
| Message Delivery Tracking | Monitor sent, delivered, and read status in real time. |
🔹 Workflow & Automation (Apex Actions)
| Automation Type | Example |
|---|---|
| Send Message Action | Automate outbound texts or iMessages through Salesforce Flow. |
| Assign iMessage Action | Automatically route responses to specific users or teams. |
| Follow-Up Task Creation | Trigger Salesforce tasks after a call ends or a message is read. |
| AB Testing Support | Track response rate by phone line for message copy testing. |
| Deal Stage Automation | Advance Opportunities when certain call or message outcomes are logged. |
💡 Integration supports Flow Builder actions: “Send Message” and “Assign iMessage.” Both accept record ID and from-number parameters.
🔹 Reporting & Analytics
| Metric | Description |
|---|---|
| Response Rate Analytics | Measure reply percentages across iMessage threads. |
| Per-Number Engagement Tracking | Compare response rates between different numbers or message templates. |
| Message Status Reports | Review sent/delivered/read performance per campaign. |