Select “Salesforce” and click “Connect to Salesforce.”.Select “ Integrations” under the Workspace settings.Launch the OpenPhone web or desktop app.If you haven’t already, log into your Salesforce admin account.The Salesforce integration is available to workspaces on our Premium plan users must also be on one of the following Salesforce plans: Salesforce Enterprise, Unlimited, Performance, or Developer editions of Salesforce. Salesforce professional plan subscribers can also purchase the API access add-on to connect OpenPhone to Salesforce. Keep in mind you’ll need to be either an owner or admin in your OpenPhone workspace and a Salesforce admin to enable the integration. The Salesforce SMS integration is configured at the workspace level in OpenPhone and can be done in just five steps. How to enable the Salesforce SMS integration Need to start texting a lot faster? Use our integration to connect Salesforce with any OpenPhone number. If you’ve registered a new number, approval can take up to eight weeks. Then you’ll have to wait for the Salesforce team to process your request.
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