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Table of Contents
1. Introduction .............................................................................................................................................. 3 1.1 Purpose ............................................................................................................................................... 3 1.2 Project Scope ...................................................................................................................................... 3 1.2.1 Call or SMS to Activity .................................................................................................................. 3 2. Call or SMS to Activity ............................................................................................................................... 4 2.1 Call or SMS to Activity Workflow .................................................................................................... 4 2.2 Call or SMS to Activity Object Fields ............................................................................................... 5 2.3 Un-Mapped Leads to Leads Fields .................................................................................................. 5 2.4 Salesforce Activity Example ............................................................................................................ 5 2.5 Salesforce Activity Screenshot ........................................................................................................ 6 3. Call or SMS to Lead ................................................................................................................................... 7 3.1 Call or SMS to Lead ......................................................................................................................... 7 3.2 Salesforce Lead Screenshot ............................................................................................................ 7
1. Introduction
1.1 Purpose
The purpose of this document is to describe the functional and technical implementation details of the solution being developed for the Twilio to Salesforce Integration. This document will serve as the guide during solution development. Object Work flow Object Fields
https://api.twilio.com/2010-04-01/Accounts/ {auth}/Calls.xml?StartTime=2011-11-16
https://api.twilio.com/2010-04-01/Accounts/ {auth}/SMS/Messages/?DateSent=2011-11-16
Start
Get parameters from DataCloud Account SID Auth Token LastRun DateTime
No
Stop
Yes No Is the SMS or Call DateTime > LastRun DateTime Yes No Completed Is SMS or Call outbound Yes Extract to = contactphone from = companyphone
Did user select Create lead when Contact or Account not found Lead option set to True
Yes
No Create Lead
Yes
Parameters are stored by account in our DataCloud Platform and are accessible by the integration at run time. These parameters will include Twilio Account SID, Twilio Auth Token, Integration Last Run DateTime, Salesforce Username and Salesforce password (should include Salesforce security token). Duplicates will not occur since all events with a DateTime earlier than our Integration Last Run DateTime will not be processed.
Twilio Call Fields Call or SMS(based on request) StartTime Direction & To or From (Lookup Salesforce User ID based on inbound or outbound) To or From(Lookup Salesforce Campaign based on inbound or outbound) Direction & To or From & Duration & Status & Recordings Subject Due Date Assigned To Related To Comments
Twilio
Sid ParentcallSid DateCreated DateUpdated AccountSid PhoneNumberSid EndTime Price AnsweredBy ForwardedFrom CallerName
Salesforce
Status = Set by user during setup Priority = Set by user during setup Set Notification Email
Inbound Text
Twilio Call Fields CallerName CallerName To or From To or From(Lookup Salesforce Campaign based on inbound or outbound) Last Name Company Phone Campaign