Salesforce – Getting started

The following describes the steps required to connect Komiko to Salesforce. There are three main steps:

  1. Connect your individual or group mailbox
  2. Install Komiko for Salesforce
  3. Set synchronization rules

If you need, we’ll be happy to guide you through the process. Please reach out to support@komiko.com.

You can also watch this video.

1.   Connect your Mailbox

Navigate to Komiko’s registration page https://www.getkomiko.com/account/register

For Gmail

Click the Google Account and get the Google pop-up window request to allow access to your mailbox.

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Click <Allow>

For Microsoft Office 365 or Exchange

There are two options:

  1. Each user signs up individually
  2. Create a new account e.g. komiko@company.com. This account should have read access to all relevant mailboxes – it is highly recommended to use this approach when the number of mailboxes is more than 2-3.

Individual sign up

Enter your emails address and password, and click <Connect to Exchange>.

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Group/service account e.g. komiko@company.com sign up

Enter the email address and password. Click on the advanced options gear icon. List all mailboxes that you’d like Komiko to monitor (semicolon separated). And click <Connect to Exchange>.

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2. Install Komiko for Salesforce

Navigate to Komiko’s https://www.getkomiko.com

2.1 In the settings menu option navigate to <data sources>.

2.2 Click on the Salesforce icon to add a Salesforce as a data source.

2.3 Click on the added <data source> e.g. Salesforce1.

2.4 Select install in Production or Sandbox and click <Allow Komiko to Access Salesforce>.

2.5 Now you’ll be asked to allow Komiko’s access to Salesforce.

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2.6 Choose either the <Default settings> or <Advanced settings>.

<Default settings> – extends existing layouts including accounts, contacts, opportunities and leads.

<Advanced settings> – for Salesforce admins – creates Komiko’s specific layouts that allow reuse and assign to certain profiles.

<Profile settings> – for Salesforce admins –  Assign Komiko’s specific layouts to selected profiles.

Click <Install Komiko> – Komiko’s fields, custom objects and views are deployed. Data is not yet pushed to Salesforce. It is easy to <uninstall>, if needed.

This process takes several minutes.

3. Set the synchronization rules

There are three main synchronization options that you need to select from.

3.1 Accounts, Contacts and Activities

Komiko will enrich the accounts and contacts with information like: Last inbound and outbound email date and sender, Last and next meeting and organizer, K-score and trend for last 30, 90 and 365 days, best connect and best connection, and more. It will also update activities (emails, meetings, attachments).

You need to answer few more questions regarding the way that you’d like your activities to be updated. Make sure that you click on the On button at the top right corner that will enable the changes.

In both options you need to define the historical time period that you’d like Komiko to scan in order to determine the enrichment information. So if Komiko only scans 3 months of historical data you’ll not get information about emails and meeting that tool place before that e.g. 4 months ago.

Please add the list of mailboxes that are used to update Salesforce.

You can also add a list of domains that you’d like Komiko to ignore (skip) and not update Salesforce.

Now click <Save & Done>.

3.2 Accounts, Contacts, Activities, Opportunities and Leads

It’s similar as the previous one (3.2 Accounts, Contacts and Activities), but in this case Opportunities and Leads will also be updated. Make sure that you click on the On button at the top right corner that will enable the changes.

Congratulations! The meta data have been deployed. Any new email received by the list of monitored mailboxes will be evaluated for synchronization relevancy. When relevant, it’ll update Salesforce immediately.

For support please email support@komiko.com and we’ll get back to immediately.

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