Guides
Salesforce integration
These steps require Salesforce (SFDC) administrator access.
Authorize the Yess App
1
Use the Magic Link
Click the [Magic Link] provided by Yess to be redirected to Salesforce.
2
Authorize Integration
Follow the prompts to confirm and authorize the Yess app integration.
Create a Custom Field
1
Define Custom Field
Create a Yess Tag on the Contact, and Account Salesforce objects to ensure proper synchronization between Salesforce and Yess.
2
Field Details
- Field Name: Yess_tag
- Field Type: Checkbox
- Object Types: Contacts and Accounts
3
📌 establish the field level security for the field as the image below shows.
Set Up the Yess Queue
1
Create Yess Queue
Create a new Salesforce queue named Yess by following this official Salesforce guide:
👉 Salesforce Queue Setup Guide
Retrieve the Yess Queue URL
1
Access Queue Settings
In Salesforce, go to Setup > Users > Queues.
2
Find Yess Queue
Find the Yess Queue you created and click on its name.
3
Copy Queue URL
Copy the URL from your browser’s address bar.
4
Complete Setup
Send the Queue URL to your Yess contact to complete the setup.
View Records in Salesforce
When contacts and accounts are synced between Yess and Salesforce, they are automatically linked using email addresses (for contacts) and domain names (for accounts). This linking enables:- Automatic activity logging
- Pulling Leads and accounts from Salesforce to Yess
- Writing activities to Salesforce from Yess
- Easy navigation between platforms
Viewing Yess Activities in Salesforce
All activities performed in Yess are automatically logged as tasks in Salesforce. To view these:1
Open Contact/Account Record
Navigate to any contact record in Salesforce
2
Check Activity History
Scroll to the Activity History section to see all Yess activities
All synced activities will appear in Salesforce with “Yess” as the source, making it easy to track actions taken through our platform.
