Salesforce: How to Integrate?

🔹 Prerequisites

Before you begin:

• Salesforce Admin access (required for package installation).

• Linq Admin access (organization-level).

• An active Linq One or Linq Blue subscription.

• Pop-ups enabled for the OAuth window.

• Optionally: a Salesforce Sandbox for testing before production install.

🔹 Step 1 — Install the Linq App Package in Salesforce

1. Log in to your Salesforce Admin account.

2. Open the Linq installation link provided by your Linq Partner Success Manager (PSM).

   • The installation link uses an unmanaged package URL until it’s published to Salesforce AppExchange.

3. Choose environment:

   • Install in Sandbox (recommended for first install).

   • Install for All Users for organization-wide visibility.

     

4. Approve requested permissions and continue.

5. Wait for confirmation that installation succeeded.

🔹 Step 2 — Connect Salesforce from Linq

1. Go to linqapp.com and sign in.

2. Switch to Admin Dashboard → Integrations.

   

3. Select Create Integration → Salesforce.

   
   
   

4. Authenticate via Salesforce OAuth window.

   • Choose your Salesforce environment (Production or Sandbox).

   • Log in with your Salesforce Admin credentials.

5. Once connected, the Salesforce instance will appear as “Active” under your Linq integrations list.

🔹 Step 3 — Assign Salesforce Permission Sets

1. In Salesforce, go to Setup → Permission Sets.

   
   

2. Locate “Linq User Permissions.”

   

3. Click Manage Assignments → Add Assignments.

   

4. Select all users who will use the Linq integration.

5. Save changes.

💡 This allows each assigned user to access the Linq Dialer, Messaging Inbox, and custom components in Salesforce.

🔹 Step 4 — Configure Mapping in Linq Settings

1. Go to Linq App → Integrations → Salesforce → Field Mapping.

2. Map Linq fields to Salesforce fields.

   Linq Field	Salesforce Field
   First Name	Lead.FirstName
   Last Name	Lead.LastName
   Email	Lead.Email
   Phone	Lead.Phone
   Company	Lead.Company
   Custom Questions	Custom fields (e.g., Linq_Event__c)

3. Ensure the Phone field matches the Salesforce object you use (Phone or MobilePhone).

4. Save your mappings.

🔹 Step 5 — Map Linq Users to Salesforce Users

1. In Salesforce-App Launcher-Linq

2. Match Salesforce users to their Linq accounts.

   • If emails match, mapping happens automatically.

   • If not, select manually and assign a Linq number to each user.

     
     
   
   

3. Save your mappings.

🔹 Step 6 — Configure Activity Logging Preferences

1. In the Linq Salesforce settings tab, choose Activity Logging Options.

   

2. Select:

    

   

   • Standard Task Logging → syncs activities to Salesforce’s built-in task object.

   • Custom Linq Activities → uses Linq’s enhanced Lightning Component for richer UI (includes call recordings and transcripts).

3. You can enable both for reporting + advanced viewing.

4. Save changes.

🔹 Step 7 — Add Linq Components to the Salesforce App

A. Add the Linq Dialer to the Utility Bar

1. Go to Setup → App Manager → Lightning Sales App → Edit.

   

2. Open Utility Items (Desktop Only).

3. Click Add Utility Item → Search “Linq Dialer.”

   

4. Set dimensions:

   • Width: 400

   • Height: 700

5. Label the item “Linq” or “Linq Dialer.”

   

6. Save.

B. Add the Chat Frame & Activity Timeline

1. Open a Lead record in Salesforce.

2. Click the ⚙️ Setup → Edit Page.

3. From the left panel, drag:

   • External Chat Frame → onto the layout.

   • Lead Activity Timeline → below it.

4. Save and activate the page.

🔹 Step 8 — Test the Integration

1. In Salesforce, open a Lead record.

2. From the Linq Dialer, send a test iMessage or call.

3. Confirm:

   • Message appears in the Messages tab.

   • Activity logs appear under the Lead’s timeline.

4. Verify in Linq App that the same activity is visible.

🔹 Step 9 — Inbound Calls & Notifications

• Inbound calls currently route through the Linq App (web or mobile).

• You’ll receive an audible and visual notification when calls arrive.

• If the Linq App tab is open, it rings directly from your browser.

• For teams using other dialers (e.g., Dialpad), you can enable Call Forwarding in Linq Admin:

  • Admin → Member Mode → Edit Profile → Forwarding Number

  • Forward inbound calls to an external number or dialer line.