Salesforce Integration
Automatically sync contacts and events in Salesforce when meetings are scheduled or modified through Zeeg.
Integrating Zeeg with Salesforce can significantly enhance your organization's ability to manage meetings, streamline workflows, and improve customer relationships.
This guide provides Salesforce administrators with detailed information on installing, configuring, and maintaining the Salesforce integration. It covers technical aspects, customization options, and best practices for optimal implementation.
Technical Overview
The Salesforce integration with Zeeg is built on a Salesforce Managed Package, which includes:
Custom objects
Custom fields on standard objects
Apex classes
Flow templates
This architecture allows for robust functionality while maintaining flexibility for customization.
Installation Process
1. Preparation
Ensure you have Salesforce Enterprise edition or higher
Verify you have Salesforce Admin privileges or permissions to Author Apex and Modify All Data
Have access to a Zeeg Business Plan Subscription or Enterprise Plan Subscription
2. Connection
Navigate to the Integrations page in your Zeeg dashboard.
Select Salesforce under the available integrations.
Click Connect Salesforce and enter your Salesforce credentials.
Grant necessary permissions when prompted.
You will be then redirected back to the Salesforce integration page in Zeeg.
3. Package Installation
From the Salesforce integration page in Zeeg, select Install Zeeg package.
In Salesforce, choose "Install for All Users".
Then return to Zeeg and click "Refresh" to complete the connection.
Post-Installation Configuration
1. Review Default Flows
The package includes the following Flow templates:
zeeg – Event (create)
zeeg – Event (update)
Review these flows to ensure they align with your organization's processes.
2. Custom Object Overview
Familiarize yourself with the new custom objects:
Zeeg Event
Zeeg Host
Zeeg Attendee
Zeeg Question
3. User Mapping
Ensure Salesforce users are correctly mapped to Zeeg users based on email addresses.
Customization Options
Modifying Flows
Clone the provided Flow templates to customize behavior
Common customizations include implementing additional logics for event creation or updates
Custom Fields
Add custom fields to the Zeeg objects or the standard Event object as needed
Salesforce Reporting
Create custom report types incorporating Zeeg objects in case you would like to view data which is not transferred to the Salesforce standard Event, e.g. Cancellation Details, UTM Details of Attendees, etc.
Build dashboards to visualize meeting data and trends
Best Practices
Testing
Always test customizations in a sandbox environment before deploying to production
Create a variety of test scenarios covering different meeting types and edge cases
Documentation
Maintain detailed documentation of any customizations made to the standard package
Document field mappings and custom logic for future reference
User Management
Regularly audit user mappings between Zeeg and Salesforce
Implement a process for managing user changes (e.g., employee departures)
Performance Monitoring
Monitor Salesforce logs for any errors related to the Zeeg integration
Keep an eye on governor limits, especially if implementing custom Apex
In case you worry about data storage: Consider the use of a Scheduled Flow to clear out old Event data that is no longer relevant. Keep in mind that you might lose valuable information regarding your Leads / Contacts though and think about upping your Salesorce storage alternatively (if necessary). Remember that there are three different data tables -> Salesforce Standard Event / Zeeg Event - Event in Zeeg
Updates
Stay informed about updates to the Zeeg Managed Package.
Test package updates in a sandbox before applying to production
Troubleshooting
Event Creation Failures
Check Flow error emails for details
Verify field mappings and required fields
User Mapping Issues
Ensure email addresses match exactly between Zeeg and Salesforce
Check user permissions in Salesforce
Performance Concerns
Review custom code for efficiency
Consider using batch Apex for processing large volumes of meetings
For additional support, contact Zeeg technical support or consult the Salesforce developer forums.
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