🚨 Prerequisite:

You must have the Admin rights in both Salesforce and Modjo. If so, follow the quick and easy steps described below:

⏱️ Duration time: 10' on average

How does it work?

Modjo binds with Salesforce CRM allowing to:

Find your Salesforce contacts, accounts and opportunities related to your calls in order to import and display them within the platform.
Make sure the calls were logged in Salesforce as a "call activity" in the contact/account/opportunity timeline. If the call was already logged by the phone provider (ex: Aircall), we'll solely add the link to the call in Modjo. In the event that the call wasn't logged, Modjo adds the call activity (with a few extra details) as well as a link to the call.
Display within Salesforce's calls' activities the comments made on their corresponding calls in Modjo.
Synchronize email activities present in Salesforce (related to your contacts/accounts/opportunities) in order to quickly visualize in Modjo the timeline of your past interactions.

Video of the steps 1-3:

Step 1: Create the "Modjo connected application" in Salesforce

Fill in the form with the following values:
- APP name: Modjo
- API name: Modjo
- Contact email: matthieu@modjo.ai
Activate OAuth parameters
- Make sure the checkbox "Activate OAuth parameters" is ticked
Fill the callback url (if an error occurs, enter the URL manually)
```
https://app.modjo.ai/integrations/salesforce/callback
```
Select 3 scopes (using the arrows)
- api
- id, profile, email, address, phone
- refresh_token, offline_access
Press "Add" button
You must have the same display as in step 6 of the picture below

Disable the PKCE function "Demander l'extension Clé de preuve pour l'échange de code (PKCE)

Copy your "Salesforce instance Url"
- This is the very first part of your browser Url when you log in Salesforce
(For instance, in the screenshot displayed below, the instance url is https://eu40.lightning.force.com)
Usually, it should look like:
- yourcompany.lightning.force.com
- OR yourcompany.my.salesforce.com.

In Modjo, go to Settings => Integrations => CRM
Find Salesforce and click on Connect
A form appears (scroll upwards if you don't see it).
- Paste the consumer key and the secret key
- Paste the instance url (don't forget the https://)
  (You retrieved this information in step 1).
Click Save
Click Link your account

You should be redirected to a Salesforce login page => log in with your regular Salesforce credentials

Once you've logged in, you should be redirected back to the Modjo integration's page

Below All integrations, you should see Salesforce => Click to display the integration's settings
Afterwards, in the User tab, bind each and every Modjo user to his Salesforce's user access.
Good to know: you can use the Auto-match button to let Modjo link your users based on email matching.
Click Save

💡This action will enable your Salesforce CRM data to be updated in Modjo every 15 minutes.

In Salesforce, go to Setup (see Step 1)
Type "Change Data Capture" in the search bar
Click on "Change Data Capture"
Search and select "Opportunity"
Click on "Add" button
Search and select "Opportunity Contact Role"
Click on "Add" button
(You must have the same display as the image in the right)
Press Save button