10/03/17 00:43 AM  

Glip: Using the Salesforce Integration

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SummaryHow do I share objects from Salesforce to Glip?
Details
If Glip’s Salesforce integration has been set up for you by your company, you will be able to share Salesforce objects. You may get a pop-up message when you try to paste a link from Salesforce to Glip.
 
SFDCPopup

When you share a link, your colleagues will have to click through to Salesforce to see any meaningful information about the lead, opportunity, whatever.

glip using sfsharing object

When you share an object, it will look like this.

SFDCStreamLink2

In addition to the link, your colleagues will be able to click on the object’s name to see details displayed in the shelf (right pane).

glip using sfsharing object 2

The information displayed here is pulled in directly from Salesforce. The fields displayed are based on your company’s “compact layout” for the given object type, so you can control what information you see for each object type. The integration even supports custom objects!

NOTE:  Your colleagues will have to authenticate with Salesforce the first time they click on a shared object or go to share one themselves. This ensures that information from Salesforce will not be displayed for someone who doesn’t have the appropriate access to the given object.

SFDCAuth

When you or one of your colleagues is prompted to authenticate with Salesforce, you'll see the standard Salesforce sign-in form.

glip using sfsharing authenticate

If you use Single Sign-on (SSO) to access Salesforce in your company, you need to click Use Custom Domain, and then a pop-up window will appear.  Enter your company's Salesforce domain in the Custom Domain field and click Continue.

glip using sfsharing

NOTE: The images above only show an example of a company custom domain. Your company custom domain can be anything and maybe like this, companydomain.my.salesforce.com. Contact your company's Salesforce Administrator if you do not know your company domain.

You can post replies to a Salesforce object, search for them, mark them as favorites, etc. You’ll also notice a new Salesforce section added to your shelf so that you can quickly access recently shared Salesforce objects.

If you would like to set up Salesforce integration, click Integrations > Salesforce. See Salesforce Integration Setup to learn more.
 

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