What Heartbeat's Salesforce Integration Does
What we pull
Events (HB users & zoom attendees with a matching email even if they're not an HB user)
Match-ups (Email & Call) - only known match-ups or self-reports
Voice calls - only counted if there's at least 2 people
Installation Steps
Go /integrations
click on "connect with SFDC"
Login (you may already be logged in)
FAQs & Troubleshooting
Which contacts does Heartbeat sync?
Which contacts does Heartbeat sync?
We match based on email
Does Heartbeat override any SFDC info?
Does Heartbeat override any SFDC info?
No
What data is stored?
What data is stored?
Everything you'd expect — start/end time, name of event, attendees, time in event (stored in minutes under the DURATION field in the EVENT object).
How often is information synced?
How often is information synced?
At the top of every hour.
What if I have 2 contacts with the same email?
What if I have 2 contacts with the same email?
We recommend removing the duplicate contact to avoid issues with the integration.
Do you create new contacts?
Do you create new contacts?
No, but we are exploring this.
How is the data stored?
How is the data stored?
Voice calls, emails are stored as EVENTS and emails are stored as TASKS
Does Heartbeat read any data from SFDC?
Does Heartbeat read any data from SFDC?
No, we only search based on Heartbeat emails to map to a Salesforce contact, but no SFDC info is read or stored for any Heartbeat-SFDC actions.