Salesforce

The Salesforce integration allows you to connect your Salesforce account with your AELYST workspace.

With this integration, you can:

• View Salesforce contact fields like email, phone number, lead source, and more directly in AELYST.

• Reduce platform switching by accessing contact data inside the Inbox and Contacts modules.

What You’ll Need

• Admin access in Salesforce.

• Owner or Manager access in AELYST.

• API access to your Salesforce account.

Setting Up the Integration

Install the Salesforce Integration

1. In your AELYST workspace, go to Workspace settings > Integrations.

2. Find Salesforce and select Manage.

3. Click Connect Salesforce.

4. A new tab will open—sign in to your Salesforce account and authorize AELYST.

5. Once connected, you’ll see a confirmation message with your Salesforce account details.

Note: Each AELYST workspace can connect to only one Salesforce account.

Viewing Salesforce Contact Fields in AELYST

You can view Salesforce fields in both the Inbox and Contacts modules.

Inbox Module

• Open a conversation in Inbox.

• Click on a Contact to view their Salesforce fields in the right sidebar.

Contacts Module

• Navigate to Contacts.

• Select a Contact to view their Salesforce fields in the right sidebar.

For both Inbox and Contacts modules:

• If a match is found, Salesforce fields will appear automatically.

• If no match is found, verify that the contact’s email or phone number matches exactly between AELYST and Salesforce.

• You can click View in Salesforce to open the full profile in Salesforce.

Note: Salesforce fields in AELYST are read-only. To edit, update them directly in Salesforce.

Selecting and Editing Salesforce Contact Fields in AELYST

You can now select specific Salesforce contact fields to display in your AELYST workspace and edit these fields directly within AELYST.

If you already have a Salesforce account connected in AELYST, you’ll need to refresh permissions to enable these updates.

Here’s how:

1. Go to Workspace settings > Integrations

2. Select Salesforce

3. Refresh your access token

Selecting Salesforce Contact Fields

1. Navigate to Workspace settings > Integrations.

2. Click Manage next to Salesforce.

3. Under Manage Salesforce fields, click Customize view to choose which contact fields to display in the Inbox and Contacts modules on AELYST.

4. Click Save to apply your preferences.

Editing Salesforce Contact Fields

You can now edit certain Salesforce contact fields directly within AELYST.

To enable this feature, go to Manage Salesforce fields and turn on the toggle. Once enabled, all users in your workspace will be able to edit the selected Salesforce fields from AELYST.

Non-editable fields remain read-only and must be updated directly in Salesforce.

Important Notes:

• Email and Phone Number fields are non-editable.

• Ensure appropriate permissions in AELYST and Salesforce to edit fields.

• If changes do not appear immediately, refresh your page after 1 minute due to API caching.

To discard changes, select the Restore icon next to each editable field. This can be accessed in both the Inbox and Contacts module.

Inbox module

• Open the Inbox and select a contact.

• Select the Salesforce icon.

• Click on the Salesforce property you want to edit and update the information. Your changes sync immediately to Salesforce.

Contacts module

• Access the Contacts module and select a contact.

• Select the Salesforce icon.

• Click on the Salesforce property you want to edit and update the information. Your changes sync immediately to Salesforce.

Creating Salesforce contacts automatically

Any new contact created in Salesforce will also be automatically created in AELYST, ensuring that your CRM and messaging platform are always in sync. This improves workflow efficiency and helps you respond to new leads faster.

How to Enable

To set it up:

1. Go to Workspace Settings > Integrations > Salesforce.

2. Turn on the Create Contacts automatically toggle.

Optional Settings

Two optional checkboxes appear when the main toggle is enabled:

Add “Auto-Create: Salesforce” Tag

• Automatically adds a tag “Auto-Create: Salesforce” to Contacts created via this integration.

• This helps identify how the Contact was sourced, but will not trigger workflows on AELYST.

• The tag is listed in the Tags module and cannot be manually removed or edited.

Include Bulk-Imported Contacts

• When checked, Contacts added to Salesforce via Bulk Import will also be created on AELYST.

• These Contacts do not count towards MAC (Monthly Active Contacts) and do not trigger workflows unless a conversation is initiated.

FAQ and Troubleshooting

Can I connect multiple Salesforce accounts?

No, each workspace can only connect to one Salesforce account.

Can I edit Salesforce data in AELYST?

No, Salesforce contact fields are read-only in AELYST. Edit them directly in Salesforce.

We currently integrate only with the Salesforce Contact Object. The Lead Object is not supported.

Why am I not seeing recent edits from Salesforce in my AELYST workspace?

Contact information is cached for 1 minute to limit excessive API requests and reduce the chances of reaching Salesforce’s API rate limit.

During that minute, any direct edits to a Contact in Salesforce will not immediately appear in AELYST. After 1 minute, you can refresh the page to display the latest information.

Why can’t I view my Salesforce contact fields in AELYST?

If you can’t view your Salesforce contact fields in our Inbox or Contacts module, check that their email or phone number in AELYST exactly match those in Salesforce. Even minor differences, such as spaces or special characters, can prevent fields from being displayed.

For example, if a phone number is stored as “12 3” in Salesforce but as “123” in AELYST, that Contact’s information won’t be displayed in AELYST. To fix this, update the contact property in Salesforce to match the format used in AELYST.

Is the Salesforce integration supported on all pricing plans?

Yes, the integration is available for all our pricing plans during the Beta period. Access may be limited to certain/higher plans once Beta ends.

What happens if I update a contact’s email or phone number in Salesforce?

• If a match is found, the contact’s properties will be displayed.

• If no match is found, ensure that the email or phone number in AELYST exactly matches Salesforce.

What happens if a contact is missing from AELYST?

• Ensure the email or phone number exists in Salesforce.

• Changes in Salesforce may take a few minutes to reflect in AELYST due to caching.

Why am I seeing a ‘Salesforce API access required’ error?

• Your Salesforce account must have API access to use the integration.

• Contact your Salesforce admin to enable API permissions.

Can I connect multiple workspaces to the same Salesforce account?

Yes, multiple AELYST workspaces can connect to the same Salesforce account.

What happens if I disconnect Salesforce?

• Your workspace will lose access to Salesforce contact fields.

• You can reconnect anytime by following the installation steps.