Configuring and Reconnecting the Salesforce Integration in Alice

Overview

This guide provides step-by-step instructions for accessing and configuring the Salesforce integration within the Alice platform. It covers how to navigate to the integration settings, handle a disconnected or out-of-sync Salesforce integration, and reach the configuration screen. The guide also highlights what to expect if the integration is already connected and how to proceed with post-connection configuration.

Prerequisites

• Admin or integration management permissions in Alice
• Salesforce integration must be available in your Alice account
• If reconnecting, be aware that disconnecting Salesforce will remove existing field mappings

Step-by-Step Instructions

1. Navigate to Settings

1. From the Alice dashboard, locate the left-hand navigation menu.

2. Click Settings at the bottom of the menu.

   

2. Access the Integrations Tab

1. On the Settings page, select the Integrations tab at the top.

   

3. Locate Salesforce Integration

1. On the Integrations page, find the Salesforce integration card.

2. If you see a Configure button, click it to proceed.

   • If you are redirected to another integration (such as Slack), look for a notification or link related to Salesforce (e.g., “here” in a CRM sync error message) and click it.

   

   

4. Handle Out-of-Sync or Not Synced Status

1. If Salesforce shows a Not Synced status and a message to disconnect and reconnect, click Disconnect in the upper right of the Salesforce integration section.

   

2. In the confirmation dialog, review the warning that disconnecting will remove your field mappings. Click I understand, disconnect Salesforce to proceed.

   

5. Re-access Salesforce Integration

1. After disconnecting, you will return to the Integrations page. Locate the Salesforce card again and click Configure.

   • If clicking Configure takes you to the wrong integration, use the direct Salesforce link if available.

   

   

6. Review the Salesforce Integration Configuration Page

1. Once on the Salesforce integration page, you should see the status as Synced (if the connection is active) and several configuration sections:

   • Mapping: For mapping Alice fields to Salesforce fields
   • Enable writing to Salesforce: For setting write permissions
   • Sourcing exclusions: For excluding existing Salesforce records from outreach
   • Owner settings: For managing record ownership

   

Important:

• If the integration is already connected and synced, you will not see the initial connection flow (sub-domain input, Salesforce OAuth window, or permission grant). You can only access post-connection configuration options.
• If you need to change the Salesforce account or re-authenticate, you must disconnect and reconnect as described above.

Troubleshooting

Common Issues and Solutions

• Redirected to the wrong integration page:
  • Use the direct Salesforce link in any CRM sync error notification if available.
• Salesforce shows Not Synced or sync errors:
  • Disconnect and reconnect the integration as described in Step 4.
• Field mappings lost after disconnect:
  • You will need to reconfigure field mappings after reconnecting.
• Cannot access sub-domain or OAuth steps:
  • These are only available when connecting Salesforce for the first time or after a disconnect.

When to Seek Help

• If you cannot access the Salesforce integration page or encounter persistent errors, contact your Alice platform administrator or support team.

Success Criteria and Verification

• You have successfully accessed the Salesforce integration configuration page.
• The integration status shows Synced.
• You can view and edit Mapping, Enable writing to Salesforce, Sourcing exclusions, and Owner settings sections.
• If you needed to reconnect, the integration no longer shows a Not Synced or error status.

Additional Tips

• Always review the warning before disconnecting Salesforce, as this will remove your existing field mappings.
• After reconnecting, verify all configuration settings and mappings to ensure data syncs as expected.
• Use screenshots in this guide to confirm you are on the correct page at each step.