Before you start
You must have an active account with both CompanyCam and Salesforce in order to integrate the two services.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
To start integrating the two, you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.
Please Note:
Please keep in mind that depending on your request, Salesforce may apply fees.
What is Salesforce?
From small business to enterprise, companies trust the #1 Business App: Salesforce. Find and nurture leads, support every customer, and convert leads faster.
Setup
We've included PDF instructions on the link below, and please reach out if you have questions or issues.
FAQS
I received an installation error related to 'Post Install Script'
The Post-Install script in the package is attempting to send an email to our Support Team notifying them to add your org to our Allowlist. You need to enable email sends from your org (and sandbox if applicable) to complete this step.
I received an installation error related to the 'Orders object'
You need to enable the Orders object in your Salesforce org, and create a Record Type as well. The Setup Video above goes through the specific details if you need them.
Can this be installed in custom objects, or FSL?
Per the videos, this integration can be installed in any objects required. The Org setup requirements will change depending on using Lightning vs Classic pages.
Can multiple CompanyCam accounts connect to a single Salesforce org?
Yes, this is supported in Lightning using custom metadata records, and some automation in your org to set the value within the record.
I receive an error when trying to authenticate
If the code is related to a bad 'Redirect URI', then our team has not completed the Allowlist update on our end yet. We already received an email notice to get it added, but feel free to chat with us quickly as well!
Are Pages, Checklists, Reports, etc. going to be added to the visualization component?
We've got several things on our roadmap, but not all of them are available in API connections yet. We'll be updating here and via communications when things get changed.
If you need support integrating or have any issues with the integration, reach out to [email protected] or reach out to our live chat!
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!