1. Why integrate Salesforce with Modjo?
The Salesforce ↔ Modjo integration allows you to centralize all commercial interactions across both platforms.
By connecting your CRM to Modjo, you benefit from:
Complete tracking of your calls and meetings.
Quick access to key information (summaries, notes, topics, tags, comments, etc.).
A reliable and shared view of all client interactions.
Fewer errors and time saved on follow-up.
Better decision-making through cross-analysis of data.
In short: all essential data is accessible in both Modjo and Salesforce, improving efficiency and productivity.
2. How does the integration work?
Once activated, Modjo automatically synchronizes data whenever a call or meeting is imported.
A. Identification and logging of calls / meetings
Video conference meeting
Modjo analyzes your calendar (title, start time, end time) to identify the corresponding Event in Salesforce.
If the Event exists: it is enriched.
If not: a new Event is created.
Phone call
Modjo searches for the related Task Activity in Salesforce.
Same logic: enriches if it exists, or creates a new one if needed.
Data recorded in Salesforce includes:
Call link
Call duration
Topics
Summaries
Highlights
Notes
Modjo comments
Tags
Call provider
💡 Custom fields can also be populated using the CRM Filling feature (Accounts, Contacts, Opportunities, Leads).
B. Association with Salesforce standard objects
Modjo then links each activity to the relevant Salesforce objects:
Activity / Events
Lead
Contact
Account
Opportunity
Best practice : link the right objects (Task Activity or Event) before the call or meeting. This ensures Modjo retrieves the correct context and logs the activity properly.
For the full set of association rules, see the dedicated article.
3. Salesforce objects and fields: Permissions and required access
A. Details of required access
The table below outlines the required access to Salesforce objects for Modjo to leverage all features:
✅ = Mandatory
🟡 = Recommended
❌ = Not necessary
Objets Standards | Read (Consulter) | Edit (Modifier) | Create (Créer) | Comment |
|
Contacts | ✅ | 🟡 | ❌ | Editing is recommended for the CRM Filling feature. |
|
Activity | ✅ | ✅ | ✅ |
|
|
Leads | ✅ | 🟡 | ❌ | Editing is recommended for the CRM Filling feature. |
|
Opportunities | ✅ | 🟡 | ❌ | Editing is recommended for the CRM Filling feature. |
|
Accounts | ✅ | 🟡 | ❌ | Editing is recommended for the CRM Filling feature. |
|
Notes | ✅ | ✅ | ✅ |
| 💡 Information from Salesforce is available in Modjo and vice versa, consolidating all relevant data in one place. |
💡 To use custom CRM fields, ensure that Modjo has the necessary access rights. For more details, see our article on Modjo’s Salesforce integration.
B. Field Details by Object
Category | Imported Fields |
Task Activity | Id: Unique task identifier Type: Activity type |
Accounts | Id: Unique identifier of the account. |
Opportunities (Deals) | Id: Unique identifier of the deal. |
Opportunity Contact Roles | ContactId: Unique identifier of the contact. |
Leads | Id: Unique identifier of the lead. |
Contacts | Id: Unique identifier of the contact. |