Salesforce Integration Setup Guide

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Accessing the Integration Settings

To get started:

1. Go to your Integrations menu in Yess,
2. Select Salesforce from the list of supported integrations
3. You’ll see a dedicated configuration screen for Salesforce.

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Step 1: Authenticate with Salesforce

• Click Connect and follow the login flow follow the prompts to confirm and authorize the Yess app integration.
• Once authenticated, you’ll see your connection status and email displayed.

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Step 2: Define What Data to Sync

You can choose which records to sync from Salesforce using flexible conditions.

• Use familiar Salesforce-like filters such as:
  • SELECT FIELDS(STANDARD) FROM ACCOUNT WHERE industry = 'Technology'
• Combine filters using AND/OR conditions.
• Supported Salesforce objects:
  • Leads
  • Contacts (will also pull related Accounts)
  • Accounts (will also pull related Contacts)
• Set Schedule
• Configure when your data syncs automatically between Salesforce and Yess
  • Toggle “Schedule”: This switch enables or disables the automatic scheduling.
    • If it’s turned on, the integration will run on a recurring basis.
    • If it’s off, the process won’t run on a schedule (you may trigger it manually instead).
  • Choose how often the integration runs by setting a number and a time unit—for example, “Run every 1 day” means the integration will run once a day. Save your selected schedule by clicking the Checkmark icon
• Manual Sync options
  • If you need to sync outside of the regular schedule, you can trigger it manually:
  • Sync Now: Click Sync Now to immediately sync your data based on the current sync criteria.
  • New Data Only: Enable the New Data Only toggle to pull only records that were created or updated since the last sync.(If disabled, the system will perform a full sync based on the selected filters.)

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Step 3: Configure Write-Back Settings

Yess writes activities back into Salesforce as part of the integration setup. This ensures your team’s LinkedIn and email engagement history is captured and visible within your CRM. Types of activities supported for write-back: This section allows you to configure which types of activities should be written back to Salesforce. Supported activity types include: Email:

• New thread – Logs the initial email sent to a lead.
• Follow up – Records follow-up emails as part of ongoing engagement.
• Follow on reply – Tracks follow-up actions triggered by receiving a reply.
• Reply – Logs direct responses sent from the lead.

LinkedIn:

• Message – Logs LinkedIn one-on-one messages sent via Yess.
• InMail – Records LinkedIn InMail engagements.
• Reply – Tracks replies sent to LinkedIn messages or InMails.
• Connection request – Logs when a LinkedIn connection request is sent to a lead.
• Connection request accepted – Tracks when a LinkedIn connection request is accepted by a lead.

Phone Call-

• Phone Call – Logs outbound call activities performed through Yess.

Manual Task-

• Manual – Records manual actions logged by the user through Yess .

Activity Owner: This setting determines which user should be mapped to the activity owner field in Salesforce when engagements are written back. You can choose:

• Operator – The person who executed the engagement.
• Sponsor – The person on whose behalf the message was sent.
• Admin

Created by Yess marker: This allows you to easily distinguish between Yess-generated and other activities, and use the marker to: filter reports, build dashboards, trigger automated workflows specific to Yess-originated engagements.

• Once the field is created, select it within the Yess integration settings as the “Created by Yess” marker.
• Yess will automatically set this field to true for any engagement written back via the platform.

Webhook + mapping options:

• Enable webhooks for near real-time syncing of write-back data.
• Customize how each type of engagement is mapped to fields or objects in Salesforce.

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Step 4: Field Mapping

Map the fields from Salesforce to Yess for:

• Leads
• Contacts
• Accounts

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Step 5: Settings

Configure API Limit (Optional) By default, Yess limits Salesforce API usage to prevent reaching platform limits.

• Default limit: 1,000 API requests per day.
• You can update the limit and set a reset interval:
  • Daily
  • Monthly
  • Yearly
• You can also choose to disable the limit entirely (recommended for most users).

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Viewing Yess Activities in Salesforce

All activities performed in Yess are automatically logged as tasks in Salesforce. To view these:

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Accessing Salesforce Records in Yess

You can quickly access Salesforce records directly from Yess: