Connecting to Salesforce:
Step 1: To begin the process, you will need to have your Chorus Admin(s) log into Chorus and connect Chorus to your Salesforce instance. This will allow Chorus to accurately capture Account / Opp / Lead data to your calls, as well as allow Chorus to push customized information to your Salesforce instance.
By enabling the basic Chorus sync with Salesforce, Chorus will automatically:
- Smart sync any of your team's conversations on their calendar with the appropriate Account / Opp in SFDC. This will also allow you to sort calls in Chorus by any relevant Account / Opp data, such as:
- Account Name
- Opp Name
- Opp Stage
- Opp Size
- Close Date
- Push a Salesforce task with relevant call data to the Account / Opportunity the call was held with. See below for a summary!
Salesforce Task Creation
Chorus will automatically push a completed task to Salesforce after a call takes place (if your SFDC connect is enabled). There are a few naming conventions for this Salesforce task depending on how you record the meeting.
Method 1: Automatic naming of Task subject (no action required)
Scheduled Meetings via calendar invites will be labeled with a prefix of “Chorus - “ & the subject of the calendar invite for that meeting.
Example: “Chorus - ABC inc. and XYZ Corp. Connect”
Method 2: Unscheduled Meetings will be simply be labeled as “Chorus - Unscheduled Meeting”
On top of the basic Salesforce integration, Chorus has created functionality to provide further value to any data-driven organization:
- Native Salesforce Package - visually display all call history on the Account or Opportunity record in Salesforce. Great for creating transparency for Managers and workflow efficiency for rep follow up.
- Import Salesforce picklists into Chorus - Allows you to filter any call data by your most relevant Salesforce data
- Push Conversation Themes to Salesforce - bring visibility to your managers and improve your Salesforce data cleanliness
Chorus.ai Salesforce Package - Transparency for your team
Why this is important: The Salesforce integration with Chorus.ai will allow you to access your meeting recordings and notes directly out of the Salesforce record. Your users will have all of their activity and insights mapped directly to the records in Salesforce.
Full instructions for installing the package (should take 15-30 min max)
Filter Calls in Chorus by Salesforce Picklist Values
Why this is important: This allows you to filter your calls in Chorus by anything you have a picklist for in SFDC. Example: Calls with companies of a certain size, industry, etc.
Step 1: Settings => Integration Settings => Select Picklist
Step 2: Select the Salesforce pick lists you want to be able to filter your calls by and click save when you’re finished.
Step 3: When you return to the Recordings, Deals, or Analytics pages you will see the new filters under CRM Fields. You can begin to filter calls by the fields you enabled in the previous step.
In this case, the user added Lead Source, Forecast Category, and Rating but you can add as many, or as few filters as you want.
Syncing All Chorus Trackers with Salesforce
- At least 1 Chorus user needs Salesforce API (default for Salesforce Enterprise)
- Salesforce Admin access to create a field on the Opportunity Record
Creating the Field
Step 1: Go into Setup in Salesforce => Search for "Fields"
Step 2: Click on "Fields" under Opportunity
Note: You can also do this for Accounts, Contacts or Activities
Step 3: Click on New to create a Custom Field
Step 4: Set the Text Area to Long
Step 6a: Set the Field Label to "Chorus Tracker"
Step 6b: Set Length to max 131,072, so we know we have enough characters
Step 6c: Set # Lines Visible to 3
Step 6d: Include a Description or Help Text, such as- Information from your meetings with Chorus (automatically tracked)
Step 7: Confirm that it’s Set as Visible field
Step 8: Confirm that that Opportunity Layout is checked
Step 9: Set up the field in the Opportunity Layout, click Save and you're done!
Step 10: If you'd like create a custom field that ONLY shows when a particular type of tracker comes up (ex. a competitor), as compared to having all trackers push to the SFDC field, keep reading :)
Sync a specific Chorus Tracker with Salesforce
It is possible to only push a specific Type of Chorus Tracker to SFDC, in order for you to highlight a high-signal tracker and take action on it every time it comes up. A common example is a Competitor - if a competitor comes up in a late stage deal, it is a key indicator that the prospect is likely to make a purchasing decision, but your competitive messaging needs to be on point ;)
Step 1: Click on Setup
Step 2: Click on the Opportunities object, then select the Fields section
Step 3: Scroll down and click on the New Field button
Step 4: Select the Text option
Step 5: Label the field ‘Chorus Competitor’
Step 6: Provision access to the field
Step 7: Select the desired Layouts
Step 8: Click Setup and navigate to the Create tab. Within Create, select Workflow & Approvals and then Workflow Rules.
Step 9: Click New Rule button
Step 10: Select the Opportunity object
Step 11: Label the Rule, ‘Chorus Competitor’, select the Evaluation Criteria as ‘created, and any time it’s edited to subsequently meet criteria’. Within the Rule Criteria, add ‘True’ and click save.
Step 12: Click ‘Add Workflow Action’ and select ‘New Field Update’
Step 13: Label the Field Update, ‘Chorus Competitor’, click the Field to Update and select ‘Chorus Competitor’
Step 14: Select ‘Use a formula to set the new value’, then type the following formula:
IF (CONTAINS (Chorus_Competitor__c “Your competitor name”), “Your competitor name”, “Text that will display if competitor is not found”)
Step 15: Return to the Workflow Rules section within Setup, and click Activate on the Chorus Competitor Workflow