Connect and configure Salesforce with GoTo Connect
Integrate GoTo Connect with Salesforce to share messages, call logs, and voicemail transcriptions from GoTo Connect to Salesforce.
Important: A Super Admin must purchase the integrations bundle from your sales rep before setting up the integration using the steps below. Customer Engagement accounts have the integration bundle already included.
Connect Salesforce and GoTo Connect for the first time
Before you begin:
- You must be assigned the Super Admin role to perform this task.
- You must be assigned as an admin on your organization’s Salesforce account to perform this task.
Enable workflows
Before you begin: You must be assigned the
Admin role to perform this task.
Note: Message history won’t update to Salesforce real-time; they will be updated at the end of each day. Call logs and voicemail transcripts will update real-time.