If you’re managing sales calls and customer data, you know the pain of jumping between tools. Making Modjo and Salesforce talk to each other isn’t just a “nice to have”—it’s the difference between a sales team that runs or one that runs in circles. This guide is for sales ops folks, admins, or anyone who’s tired of copy-pasting call notes or losing track of where deals stand.
Let’s cut through the noise: here’s a step-by-step guide to getting Modjo and Salesforce working together, minus the headaches.
What You’ll Need Before You Start
Don’t dive in blind. Here’s what you actually need on hand:
- Admin rights on both Modjo and Salesforce accounts.
- A Salesforce account with API access (Enterprise edition or higher is safest).
- Your Modjo login and access to the integration settings.
- A list of which Salesforce objects (Leads, Contacts, Opportunities, etc.) you want Modjo to sync with. Don’t try to sync everything “just because.”
- 30–60 minutes without distractions. Doing this in between calls is how mistakes happen.
Pro tip: If your Salesforce instance is heavily customized, get your admin or dev team on standby. Weird custom fields and workflows can trip up even “plug-and-play” integrations.
Step 1: Understand What the Integration Actually Does
Before you start clicking, be clear about what the Modjo-Salesforce integration actually gives you:
- Automatic call logging: Calls recorded in Modjo show up in Salesforce objects.
- Access to call recordings and transcripts from Salesforce: You can listen to the latest convo with a click.
- Activity syncing: Notes, call outcomes, and sometimes even AI-generated insights flow into Salesforce.
What it doesn’t do: - It won’t magically clean or deduplicate your Salesforce data. - It can’t read your mind about which calls are important. - If you don’t set up mapping right, you’ll get cluttered or missing data.
Don’t skip this mental step. If you expect more than what’s listed, you’ll end up disappointed.
Step 2: Prep Your Salesforce Environment
Do this before touching Modjo.
- Check API access: Go to Setup > Company Information. Make sure API is enabled. (If you’re on Salesforce Professional, you’ll need to buy API access separately—don’t get bitten by this late in the process.)
- Review your objects: Decide where you want Modjo activity to show up: Leads, Contacts, Opportunities, or custom objects. If you don’t know, start with Contacts and Opportunities.
- Create a dedicated integration user (optional, but smart):
- Keeps things tidy and auditable.
- Make sure this user has permissions for all relevant objects and fields.
- Whitelist Modjo’s IP addresses if your org restricts logins by IP.
- Document your current workflows: If you have automations that fire off when an Activity is created, be ready—they’ll trigger when Modjo logs a call.
Heads up: If you’re running a Salesforce sandbox, do the integration there first. Saves you from breaking production if something goes sideways.
Step 3: Set Up Modjo for Salesforce Integration
Now you’re ready to connect the dots in Modjo.
- Login to Modjo with admin rights.
- Navigate to Settings > Integrations.
- Find Salesforce in the list and click “Connect.”
- Authenticate with Salesforce—use your integration user if you made one.
- Grant the requested permissions: Modjo needs access to read/write Activities, Contacts, Leads, Opportunities, and any custom objects you want to use.
- Map fields: You’ll see options to match Modjo call data to Salesforce fields.
- Don’t map “everything.” Start with the basics: Subject, Description, Call Outcome, Recording URL.
- If your sales team uses custom fields (like “Call Type” or “Meeting Purpose”), map those carefully.
- Choose sync direction: Usually, you only want Modjo pushing data to Salesforce, not the other way around.
Pro tip: Take screenshots of your field mappings. If you ever need to debug, this will save you hours.
Step 4: Test the Connection
Don’t trust a green checkmark—test it for real.
- Make a test call in Modjo (or upload one if your account allows).
- Wait a few minutes (sync isn’t always instant).
- Check Salesforce: Go to the Contact, Lead, or Opportunity the call should be attached to.
- Is the call logged as an Activity?
- Is the recording link working?
- Are custom fields showing up as expected?
- Try editing the call in Modjo: Does the update show up in Salesforce?
- Trigger any automations or reporting you rely on. If your dashboards depend on certain activity types, make sure Modjo’s data fits your reporting.
If you don’t see the call or the data looks off: - Check permissions for the integration user. - Double-check field mappings. - Look in Modjo’s integration logs for errors. - Still stuck? Modjo support is pretty responsive—don’t waste an hour before reaching out.
Step 5: Roll Out to Your Team (Without Chaos)
Now that it works, don’t just email everyone and hope for the best.
- Train your team: Show them where to find call recordings and notes in Salesforce. If you’ve added custom fields, explain what they mean.
- Update documentation: Add screenshots and clear steps to your internal wiki or playbook.
- Monitor for a week: Check for missed or duplicate calls. Ask your team if anything looks strange.
- Tweak as needed: If you’re getting clutter or missing data, revisit your field mappings or sync settings.
Don’t:
- Try to automate every possible task right away.
- Assume everyone will “just get it.” Even good integrations need a nudge.
What to Watch Out For (Hard-Won Lessons)
The integration is only as good as your data. If your Salesforce is a mess, Modjo won’t fix it.
Custom fields and objects: These can break integrations if not mapped or permissioned correctly. Always test with real data.
Sync speed: Sometimes there’s a lag. Don’t promise your team calls will show up instantly.
Too many notifications: If you sync every call as an Activity, users might get flooded. Be selective.
Compliance: If you record calls, make sure you’re following local laws and your company’s privacy policy.
Keeping It Simple (and Sane)
Integrating Modjo and Salesforce isn’t magic, but it’s not a black box either. Get the basics working, double-check how data flows, and don’t overcomplicate things on day one. The best integrations are boring—they just work. Start small, see what actually helps your team, and adjust as you go. If something feels clunky, it probably is—don’t be afraid to trim back features you don’t need.
Remember: Simple, reliable workflows always beat “fancy” ones you can’t trust.