Skip to main content
telli + Salesforce integration

​
Overview

The telli Salesforce integration lets you bring CRM data into telli without building a custom sync. Today, the integration is focused on inbound sync from Salesforce to telli:
  • Connect Salesforce with OAuth from the telli app
  • Sync Salesforce Contact and Lead records into telli
  • Map Salesforce fields to telli contact properties
  • Filter which Salesforce records should be synced
  • Keep agents up to date with current CRM context during calls
The Salesforce integration is currently in beta. Use workflows to write completed call data back to Salesforce, including logging calls as Salesforce tasks.

​
Before you start

  • Access to the telli app
  • A Salesforce admin who can install a managed package in the org you want to connect
  • Access to the Salesforce org you want to connect (production or sandbox)
  • A Salesforce user with the API Enabled permission. If your org uses API Access Control, the user must also be authorized for the telli connected app, or have the broad Use Any API Client permission.
  • A clear idea of which telli contact properties should receive Salesforce data

​
Set up Salesforce in telli

1

Open the Salesforce integration

In telli, go to Settings -> Integrations -> Salesforce and select Enable to open the setup dialog.
2

Install the telli package in Salesforce

On the Install step, select Install to open the Salesforce package installation page in a new tab. A Salesforce admin must complete the installation in the target org before OAuth will work. If the package is already installed, select Continue with existing installation to skip ahead.
The telli package must be installed in the target org first. Without it, OAuth fails with a “Cross-org OAuth flows are not supported for this external client app” error.
3

Authorize the Salesforce connection

On the Authorize step, select Connect production or Connect sandbox depending on the org you are connecting, and complete the Salesforce OAuth flow.
4

Choose the objects you want to sync

Select which Salesforce objects telli should listen to. The current integration supports Contact and Lead.
5

Configure field mappings

Expand each synced object and map Salesforce fields to the telli contact properties your team uses.
6

Add optional sync filters

Narrow the records that should be synced when you only want a subset of Salesforce Contacts or Leads in telli.
7

Save and verify deployment

Save your configuration and confirm the integration status is connected and deployed.

​
How the sync works

After the telli package is installed and OAuth is completed, telli reads the Salesforce schema for the supported objects so you can configure mappings in the app. When you save those mappings, telli deploys the Salesforce sync components required for the integration. After deployment, Salesforce Contact and Lead creates and updates are synced to telli in real time and applied using the mapping configuration you defined. Deletions are also synced on a regular daily basis.

​
Field mappings

Use field mappings to decide how Salesforce data should populate telli contacts.
  • Map Salesforce fields to the telli properties your workflows already use
  • Configure mappings separately for Contact and Lead
  • The Salesforce record ID and record URL are synced automatically
This gives your agents current CRM context before and during calls without manually copying data between systems.

​
Sync filters

You can add extra conditions to control which Salesforce records are sent to telli. By default, Salesforce contacts must have a first name, last name, and phone number to sync into telli. You can then add additional filters in the integration settings to further narrow the records that qualify.

​
Manage the connection

From the Salesforce integration page in telli, you can:
  • Reconnect an existing Salesforce org
  • Disconnect the OAuth connection while preserving mappings for later reconnection
  • Remove the integration entirely
  • Redeploy the sync configuration if deployment falls out of sync or fails

​
Troubleshooting

  • Session expired or token revoked: reconnect the integration from the Salesforce settings page in telli.
  • REST API access blocked: if telli says Salesforce blocked REST API access, make sure the connecting Salesforce user has API Enabled. If your org uses API Access Control, approve the telli connected app for that user or grant Use Any API Client, then reconnect the integration.
  • Misconfigured badge: hover over the orange Misconfigured badge for details. In production Salesforce orgs, make sure Deploy Processes and Flows as Active is enabled. If it is not enabled, new flow deployments require an admin to activate them manually in Salesforce.
  • Deployment failed or out of sync: use Redeploy from the integration page.
  • Records not syncing: review the selected sync objects, field mappings, and sync filters after the connection and deployment status are healthy.