Guide to Syncing Chorus Trackers with Salesforce
You can include Chorus data in your Salesforce reports and dashboard by creating a field called “Chorus Tracker” on your Salesforce Account/Opportunity/Lead Pages, and Chorus will publish all Trackers matched for meetings to their corresponding Salesforce Objects. To learn more about what syncing trackers can do, please click here.
You have the option of syncing one-off specific trackers, or you can sync all your Chorus trackers. Both options are outlined below, starting with syncing all trackers.
- At least 1 Chorus user needs a Salesforce API (default for Salesforce Enterprise).
- Salesforce Admin access to create a field on the Opportunity Record
How to Sync All Chorus Trackers with Salesforce
Step 1: Go into Setup in Salesforce
Step 2: Open your Object Manager, and click on
Step 3: Click on "Fields & Relationships" under the Opportunity object. (You can also do this for Accounts and Leads), and click “New” to create a custom field.
Step 4: Set the Text Area to “Long”
Step 5: Set the Field Label to "Chorus Tracker"
Step 6: Set Length to max 131,072 to ensure we have enough characters
Step 7: Recommendation: Set # Lines Visible to 3
Step 8: Include a Description or Help Text, such as: “Information from your meetings with Chorus (automatically tracked)” and click "Next"
Step 9: Confirm that it’s Set as Visible field
Step 10: Confirm that Account / Opportunity / Lead layout is checked
Step 11: Set up the field in the Account / Opportunity / Lead layout, click Save and you're done!
If you'd like to 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 Salesforce field, see below.
How to Sync a Specific Chorus Tracker with Salesforce
It is possible to only push a specific Type of Chorus Tracker to Salesforce, 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.
To sync just competitor trackers, you would follow the same steps as above, and add a workflow rule. Here is a video explaining how to do this.
The end result on the Salesforce opportunity will look something like this:
And end result on the Task will look like this:
All done syncing trackers? Proceed to the next steps:
- Contact us at firstname.lastname@example.org