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:

1. Custom objects

2. Custom fields on standard objects

3. Apex classes

4. 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

1. Navigate to the Integrations page in your Zeeg dashboard.

2. Select Salesforce under the available integrations.

3. Click Connect Salesforce and enter your Salesforce credentials.

4. Grant necessary permissions when prompted.

You will be then redirected back to the Salesforce integration page in Zeeg.

3. Package Installation

1. From the Salesforce integration page in Zeeg, select Install Zeeg package.

2. 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.