The Jet Interactive Salesforce integration pushes your call and SMS activity into Salesforce as Jet Call and Jet SMS records, attributes calls to your Opportunities, and (optionally) lets your team place and receive calls directly inside Salesforce with the Jet Web Phone.

Setup has two parts. Integration Setup connects Jet's call data to your Salesforce objects, and Webphone Integration adds the in-Salesforce softphone. Each part has work to do in both your Salesforce instance and the Jet Interactive portal.

You'll need administrator access to your Salesforce instance and access to your Jet Interactive portal. If you don't have your portal API token or the Call Centre definition file, contact Jet support and we'll provide them.

Integration Setup

Salesforce Instance Configuration

1. Install the latest package version

Install the latest version of the Jet Interactive managed package into your Salesforce instance.

2. Add the Jet Interactive permission set to users

  1. Go to Setup > Users.
  2. Edit permission sets and assign the Jet Interactive permission set to each user who needs access.

3. Add lookup fields to the Task object

  1. Go to Setup > Object Manager.
  2. Select Task.
  3. Open Page Layouts and choose Edit layout.
  4. Add the JetCall and Jet SMS fields to the layout.
  5. Save.

4. Add JetCall and Jet SMS to related lists

Repeat this for each standard object you want to see call and SMS activity on — Lead, Contact, Case and Opportunity.

  1. Go to Setup > Object Manager.
  2. Select the standard object.
  3. Open Page Layouts and choose Edit layout.
  4. Under Related Lists, add Jet Calls and Jet SMS.
  5. Save.

5. Create a JetConfiguration custom metadata record

  1. Go to Setup > Custom Metadata Types.
  2. Next to JetConfiguration, click Manage Records.
  3. Click New and enter the following:
    • Label: Default
    • JetConfiguration Name: Default
    • Account Number: your Jet Interactive account number
    • Active: true
    • Attribution Model: choose how a call is attributed to an Opportunity (see below)

The Attribution Model determines which Jet Call is credited to an Opportunity:

ModelHow it picks the call
First TouchThe first Jet Call (by creation date) associated with the Opportunity.
First CPCThe first Jet Call with medium = 'cpc' associated with the Opportunity.
First Digital On PageThe first Jet Call with numbertype = 'digital_on_page' associated with the Opportunity.
Paid PriorityFinds a single Jet Call by trying First CPC, then First Digital On Page, then First Touch.

6. Create the Jet Secure Configuration custom setting

  1. Go to Setup > Custom Settings.
  2. Next to Jet Secure Configuration, click Manage.
  3. Click the top New button to create a default, organisation-level value.
  4. Enter the API token from your Jet Interactive portal and save.

7. (Optional) Set up tabs for the custom objects

  1. Go to Setup > Tabs.
  2. Under Custom Object Tabs, click New.
  3. Select the custom object.
  4. Click Continue and Save.

Jet Interactive Portal Configuration

Create the configuration

  1. In the Jet portal, go to Integrations > Integration Management.
  2. Next to Salesforce, click Add.
  3. Click Add Configuration, then Edit Configuration.
  4. In the Edit Configuration window, enter a Description (a name for this configuration) and the Domain of your Salesforce instance, for example:
    • jetinteractive
    • nosoftware-platform-3657-dev-ed.scratch
  5. Click Authenticate:
    • Sign in through the Salesforce window.
    • Approve the integration.
  6. Enable the events you want to track.

Webphone Integration

The Jet Web Phone adds an Open CTI softphone to Salesforce so users can place and receive Jet calls without leaving the platform.

Salesforce Instance Configuration

1. Import the Call Center

  1. Go to Setup > Feature Settings > Service > Call Center > Call Centers.
  2. Click New Call Center (or Import).
  3. Choose the Jet Web Phone Call Centre definition file (provided by Jet — contact support if you don't have it).
  4. Click Import.

2. Add Call Center users

  1. Go to Setup > Feature Settings > Service > Call Center > Call Centers > Jet Web Phone > Manage Call Center Users.
  2. Click Add More Users.
  3. Select the users and click Add to Call Center.

3. Add the phone to the Utility Bar

  1. Go to Setup > Apps > App Manager.
  2. Select your app (it must be a Lightning app) and click Edit.
  3. Under Utility Items, click Add Utility Item and choose Open CTI Softphone.
  4. Save.