Chili Piper operates as a workflow tool between Google Apps/Microsoft 365 calendars and Salesforce via API access only. Access to the API is granted via OAuth 2.0, a three-click process that takes a few seconds.
Why connect to SFDC?
If you are using our Concierge product we require the CRM connection to do routing based upon records in Salesforce (Lead, Contact, Account, Opportunity, Case) and can route based upon ownership or SF fields.
Chili Piper writes the meetings booked to Salesforce as an activity on the Event Object. Chili Piper can also re-assign the lead/contact owner based on rules. Furthermore, if someone books a meeting who does not previously exist as a Lead or Contact in Salesforce, Chili Piper can create the Lead or Contact so that your reps don't need to do so manually.
Optionally for reporting purposes, a set of custom fields can be added to your Salesforce Org.
How is this done?
To initially access the application via OAuth, you need to be a Salesforce admin or integration user. You will receive the login URL from the Customer Success Manager helping you onboard your account.
For the initial login, we recommend that the Salesforce admin makes the connection. You may use a Sync User at some point to avoid problems should the Salesforce admin who initially connects leave the organization, or you need to limit the scope of the Chili Piper Integration.
We'll prompt you to log in via Salesforce on this screen:
Hit Allow
That's it!
Minimum Permissions
Below are the minimum Permission Sets (from a user profile level) for a User to Create the Chili Piper Account via Salesforce or for a User to become the Global Sync user:
Administrative Permissions:
- API Enabled
- To connect and interact with Chili Piper
- View Setup and Configuration
- Required to view individual field accessibility permissions and to view app setup
- View Roles and Role Hierarchy
- View All Users
- For user sync
Standard Object Permissions
- Accounts: Read/Edit/View All
- Contacts: Read/Edit/View All/Create*
- Leads: Read/Edit/View All/Create*
- Opportunities: Read†
- Cases: Read†
- Campaigns: Read/Edit/View All†
Lead Object Read/View is required for prospect lookups in Chili Piper even if you are not using the Lead object in your workflows.
*Create is required if Chili Piper will be creating Leads/Contacts in your instance.
†Only required if you are making use of this object type in Chili Piper (Cases, Opportunities, or Campaigns)
Access to Events (Activities) is inherited by the related object.
Sync users should have either "View All / Modify All" or "Modify All Data" for the related object to ensure the creation, editing, and deletion of Events is possible. Given the implications to security, we recommend using delegated object permissions with View / Modify on the object itself rather than Modify All Data.
Note about SFDC profiles and licenses
Profiles such as Salesforce Chatter users can book meetings, but only the meetings booked for others will have an associated Salesforce Event. Chatter/free users cannot own or be assigned events, so these will not create Events. Therefore, the Global Sync user cannot be a Chatter user and will need at least a Standard license.