Let’s be honest: integrating anything with Salesforce can get messy, fast. If you’re trying to make Onemob and Salesforce work together for lead management, you want real-world advice, not some vague “unleash the power of synergy” pitch. This guide is for sales ops folks, admins, and anyone tired of bouncing between tabs and copy-pasting data.
Here’s how to actually connect Onemob and Salesforce without losing your mind—or your leads.
Why Bother Integrating Onemob and Salesforce?
Before you dive in, let’s ask: is this worth the trouble? If you’re using Onemob to send video messages, track engagement, or personalize outreach, yes—it’s worth it. When Onemob and Salesforce talk to each other, you’ll:
- See lead activity (like video views or clicks) right on the Salesforce record.
- Trigger Onemob actions from Salesforce, or vice versa.
- Skip manual data entry and avoid “who followed up last?” debates.
But, if you’re just dipping a toe into video messaging or only have a handful of leads, the setup time might not pay off. Make sure you actually need the integration before sinking hours into it.
1. Get the Basics Right: Prep Before You Integrate
Make Sure You Have What You Need
- Salesforce Admin Access: You’ll need admin rights to install apps and tweak objects.
- Onemob Account: Ideally with admin privileges; check your subscription covers integrations.
- A Sandbox: Don’t test in production unless you love cleaning up broken records.
Map Out Your Lead Process
Don’t just connect and hope for the best. Sketch out:
- Where Onemob fits (prospecting? follow-ups? nurturing?).
- Which Salesforce objects you’ll sync (Leads, Contacts, Opportunities, custom?).
- What data you want to flow back and forth (views, replies, clicks?).
Pro tip: Fewer, simpler touchpoints mean fewer headaches later.
2. Install and Connect: The Nuts and Bolts
Installing the Onemob Integration
- Go to Salesforce AppExchange. Search for “Onemob” and check that the listing matches your version of Salesforce (Lightning? Classic?).
- Install in Sandbox First. Trust me—bugs love production environments.
- Follow the Prompts. Most integrations are click-through, but read the permissions. If it asks for more access than makes sense (like deleting records), pause and ask why.
Connect Onemob to Salesforce
- In Onemob’s settings, look for the Salesforce integration section.
- Authenticate with your Salesforce admin account.
- Set up field mapping: decide which Onemob activities (views, replies, etc.) should show up on which Salesforce objects.
Watch out for duplicate field mapping—double-logging the same activity is a mess to untangle.
3. Decide What Data Matters (and Ignore the Rest)
This is where most teams go wrong: they sync everything, then drown in noise. Here’s how to avoid that:
- Sync Only What You’ll Use. If your team never looks at video click rates, don’t log them.
- Use Custom Fields Wisely. Too many custom fields = cluttered records.
- Think About Triggers. Do you want Salesforce to auto-update lead status when someone watches a video? Or just log the view? Decide before you automate.
Common Use Cases That Actually Help
- Log Onemob video views as Activities on the Lead or Contact.
- Update Lead Score when someone responds to a video.
- Push Onemob engagement data into Salesforce Reports or Dashboards.
Skip: Syncing every tiny Onemob metric. If no one looks at it, don’t bother.
4. Automate Workflows (But Don’t Overdo It)
Automation is great—until it backfires. Here’s what actually helps:
Useful Automations
- Task Creation: When a prospect clicks a video, auto-create a follow-up task.
- Lead Assignment: Route hot leads (e.g., those who reply or watch a full video) to reps.
- Alerts: Notify reps when a key contact engages with content.
Automations to Avoid
- Spamming Reps: Don’t ping reps for every video open—set thresholds.
- Overcomplicated Flows: The more steps, the more things break. Start simple.
Rule of thumb: If you can’t explain the logic on a whiteboard, it’s too complex.
5. Test Like You Mean It
Don’t assume it works just because it says “connected.” Here’s what to check:
- Create a Test Lead. Send them a video via Onemob.
- Simulate Engagement. Watch, click, or reply as the test lead.
- Check Salesforce. Did the activity log correctly? Was a task created? Did any unexpected fields update?
Troubleshooting Tips
- Missing Data? Double-check field mappings and permissions.
- Duplicate Records? Look for misconfigured automation rules.
- Weird Errors? Check API limits or ask both Onemob and Salesforce support (sometimes one blames the other).
6. Train Your Team—Briefly
No one wants to read a 40-page manual. Give reps a short walkthrough:
- How to send Onemob content from Salesforce (if enabled).
- Where to find Onemob activity on a lead or contact.
- What automations will (and won’t) happen behind the scenes.
Keep it short. Most folks just want to know what’s new and why it matters.
7. Review and Iterate
Integrations aren’t “set it and forget it.” After a few weeks:
- Ask Reps: Is the data helpful? Too much? Not enough?
- Check Reports: Are you seeing meaningful engagement or just noise?
- Tweak Automations: Remove stuff no one uses, add what’s missing.
Don’t be afraid to cut features. Clutter is worse than missing data.
Quick Dos and Don’ts
Do: - Start simple—sync only what matters. - Test in a sandbox. - Document your setup (even if it’s just a Google Doc).
Don’t: - Sync every metric “just in case.” - Give up after the first bug—most are fixable. - Forget to check user permissions (the #1 cause of “it’s not working” complaints).
Keep It Simple, Keep It Useful
Integrating Onemob and Salesforce doesn’t have to be a slog. Focus on what your team actually needs, ignore the bells and whistles, and expect to revisit things as your process evolves. The best integrations are the ones nobody notices—because they just work. Start small, keep it tidy, and tweak as you go. Your future self will thank you.