System Requirements: Please check with your admin to make sure you have the appropriate Salesforce account and access.
Salesforce account requirements:
- Must have Salesforce editions with API Access
- Enterprise Edition
- Unlimited Edition
- Developer Edition
- Performance Edition
Editions without API Access cannot use Laxis integration with Salesforce
- Group Edition
- Essentials Edition
- Professional Edition (API Access can be purchased as an add-on)
Access to contacts:
- Please make sure your administrator have given you the access to the contacts and notes
Here are the step by step guides to integrate Laxis with Salesforce:
1. In the settings page, connect your Laxis account with Salesforce. Click the “Connect button”, and login to your Salesforce account.
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2. Once your account is connected, go the conversation page, choose the meeting that you want to share, and then click “Send to CRM”
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3. Enter the customer email or name, choose the correct contact, and then click “Send”
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4. Inside Salesforce, Notes and tasks are automatically created in this contact
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