Ooma Office for
Salesforce

Pre-built Salesforce integration with Ooma Office Pro Plus helps organizations improve employee productivity, deliver a better customer experience, and get more value from tools organizations rely on every day.

Ooma Office for Salesforce provides employees with advanced telephony capabilities embedded inside the Salesforce user interface.

Key Salesforce Integration Features

Make and take calls – Make and receive calls; initiate click-to-call within Salesforce anytime a phone number is shown.
Screen pops – Provide employees with screen pops that display contact details on incoming and outgoing phone calls, so they are better equipped to serve customers.
Call recording – Easily search, playback, and download call recordings to confirm conversation notes or resolve customer disputes.
Auto task completion – Automatically creates log entries for all phone calls as a task against matching Salesforce records.
Insightful call history – Gain valuable insights into staff productivity by reviewing call logs; see if calls were inbound or outbound, and how long they lasted.
Easy deployment – Quickly deploy and easily manage a telephony solution that fits naturally within the Salesforce environment.
Compatibility – Ooma Office Pro Plus integrates with Salesforce Lightning, Essentials, Professional, Enterprise andUnlimited Salesforce editions.

FAQ’s

What is Ooma Office for Salesforce CRM integration?

This CRM integration is the process of connecting Salesforce with Ooma Office Pro Plus business phone service. Think of it as a way of letting Salesforce and Ooma Office better collaborate. Specifically, it allows the sharing of data so that employees can use advanced telephony capabilities right inside the Salesforce user interface. This dynamic duo helps employees be more productive and get value from the communication tools they rely on every day.

How do Ooma Office Pro Plus customers enable Salesforce integration?

Your Ooma Office account administrator will need to enable CRM integration for your Ooma Office Pro Plus account. Direct them to the Ooma Office Pro Plus for Salesforce support page for easy-to-follow instructions. Don’t have Ooma Office Pro Plus yet? Existing Ooma Office customers can upgrade in Ooma Office Manager, the online account management portal for administrators. New customers can learn about Ooma Office Pro Plus and its advanced features at www.ooma.com/office/pro-plus/ and sign up when they are ready to get started.

Why is Ooma Office for Salesforce CRM integration important?

Integrating Salesforce CRM with Ooma Office Pro Plus enables businesses to make and receive calls within Salesforce, eliminate manual data entry, get caller-ID screen pops, gain insights across multiple platforms, and provide customers with a seamless user experience. In a way, it is a Salesforce phone system.

What versions of Salesforce integrate with Ooma Office for Salesforce?

Ooma Office for Salesforce integrates with Salesforce Lightning, Essentials, Professional, Enterprise and Unlimited Salesforce editions.

What browsers work well with Ooma Office for Salesforce CRM integration?

Ooma Office for Salesforce CRM integration for Ooma Office Pro Plus is compatible with most major PC and Mac browsers, including Apple Safari, Google Chrome, Microsoft Edge and Mozilla Firefox.

Is Ooma Office for Salesforce integration available outside of the U.S.?

Salesforce integration for Ooma Office Pro Plus is currently available in the United States and Canada.

How do you make a phone call from within Salesforce?

Open the Ooma Office widget on the bottom of the screen and sign in with your Ooma Office credentials. Then select the phone number link from Salesforce or enter the phone number in the text box. Control the call’s audio features through an Ooma Office IP phone, the Ooma Office desktop app or the Ooma Office mobile app.

Ooma Office for
Salesforce

Key Salesforce Integration Features

FAQ’s

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