Manual - Salesforce [embedded]

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Salesforce [embedded] CRM ConfigurationNotes The API is only available in the Salesforce Enterprise, Unlimited, Developer or Performance Edition. For the Professional Edition...

Index

Salesforce [embedded] CRM Configuration

Configuration Bubble Software
Easy roll out to other users

Features

Outbound call possibilities CRM

Click to dial from CRM
Start an outgoing telephone call with one mouse click from your CRM application or any website.

Hotkey dial from CRM
Is a phone number not clickable in your CRM? With this function you can still make a call.


Integration features

Multi result pop-up
Does a phone number occurs multiple times in your CRM application? Click directly to the next result. Do you need this feature but is it not yet available for your integration? Please contact us.

Call registration
Call information can be recorded directly in your CRM under the customer card. Do you need this feature but is it not yet available for your integration? Please contact us.

Call registration (+note)
Call information and call notes can be recorded directly in your CRM under the customer card.

Custom field variables
The custom fields that have been created in the CRM application yourself can also be used to display in the pop-up.

SearchBar
Search CRM contact information from the 'SearchBar' desktop toolbar. From here you can open the customer card, start a phone call directly, send an email/WhatsApp/Microsoft Teams message or view the call history. Do you need this feature but is it not yet available for your integration? Please contact us.

Call tagging
Mark call records with predefined CRM tags.

Call control
Provided your telephony platform supports it, full call control is available in the pop-up notification. This allows you to control your desk phone, softphone or other device from the notification.

Call waiting
If you are also offered other calls during a phone call, those calls will appear at the bottom of the pop-up notification and you can easily switch based on a mouse click.

Theme mode
Switch the colour mode manually or based on your system preferences to day- or darkmode.


Integration type

Realtime API (user based)
Authentication with CRM application at user level. Please note, if you want to clone the profiles to other users in the organization, the user data will be copied also. To prevent this, you can request a clone template from us that does not copy these values.


Pop-up type

Bubble embedded pop-up
Make use of all the functionalities Bubble has to offer. The pop-up notification is fully integrated into the CRM system itself.


Action Buttons

CRM specific buttons
CRM specific buttons to, for example, open customer card or initiate other actions. See tab 'buttons'.


Standard Bubble pop-up functions

Pop-up notification
With an incoming, outgoing and forwarded call, an immediate notification with customer information.

Content pop-up customization
Determine the content of the pop-up per user, department or organization with info from your CRM application.

Single sign-on
No need to remember multiple passwords, login with your Microsoft, Google or Apple account.

Auto-hide
Indicate whether you want the pop-up to remain or to disappear automatically after x time or action.

Multi-languages
Determine the language of the content in the pop-up by adding the words in the language of your choice.

Mute
Mute the pop-ups for a while? Mute the notifications with a simple mouse click until you turn them on again.

Hide internal callers
Don’t want to see a pop-up when a colleague calls you internally? Possibility to turn this function on or off.

Sorting result
Prefer to show contacts first instead of companies when using ‘multi-result’? Decide the order yourself.

Click to dial
Start an outgoing telephone call with one mouse click from any website.

Hotkey dial
Is a phone number not clickable in your CRM? With this function you can still make a call.

Recall conversations
In one click, the completed conversation popups can be retrieved to show the information again.

Call back
You can recall the phone number again directly from a ‘retrieved pop-up’ with a simple mouse click.

Talk duration timer
During a phone call, a timer is visible in the pop-up where the duration is displayed in seconds.

Call history
Display the name of the colleague who last spoke or tried to call the caller in the past 3 months.

Call notes
Immediately record your conversation info in a note so that all information is visible to your colleagues.

Multiple profiles
You can configure multiple profiles so that you as a user are able to switch quickly to another profile.

Updates
With a Bubble license you are always entitled to the latest functions that can be installed with one click.

Native Windows applicatie
Bubble is available as a native software application for Windows.

Native macOS applicatie
Bubble is available as a native software application for macOS

Automations
Build your own If-This-That flows to e.g. open actions, change parameters or execute a script.

Number notation
If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.


Buttons

Below is the list of available buttons. These are both CRM specific- and generic Bubble functions.

  • Open Relation
  • Open Account
  • Open Contact
  • Open Lead
  • Open cases
  • Create Contact
  • Create Company
  • Create Account
  • Create Lead
  • Custom Action (standard button)
  • Send E-mail (standard button)
  • Callback request (standard button)
  • Call Control (standard button)*
  • Send WhatsApp message (standard button)
  • Send Microsoft Teams message (standard button)
  • Open SearchBar (standard button)

Parameters

Determine the content of the pop-up per user, department or organization with information from your CRM package. Below is the list of parameters available from your CRM software.

  • salesforce_name
  • salesforce_attributes_type
  • salesforce_attributes_url
  • salesforce_id
  • salesforce_is_deleted
  • salesforce_master_record_id
  • salesforce_name
  • salesforce_type
  • salesforce_parent_id
  • salesforce_billing_street
  • salesforce_billing_city
  • salesforce_billing_state
  • salesforce_billing_postal_code
  • salesforce_billing_country
  • salesforce_billing_latitude
  • salesforce_billing_longitude
  • salesforce_billing_geocode_accuracy
  • salesforce_billing_address
  • salesforce_shipping_street
  • salesforce_shipping_city
  • salesforce_shipping_state
  • salesforce_shipping_postal_code
  • salesforce_shipping_country
  • salesforce_shipping_latitude
  • salesforce_shipping_longitude
  • salesforce_shipping_geocode_accuracy
  • salesforce_shipping_address
  • salesforce_phone
  • salesforce_fax
  • salesforce_account_number
  • salesforce_website
  • salesforce_photo_url
  • salesforce_sic
  • salesforce_industry
  • salesforce_annual_revenue
  • salesforce_number_of_employees
  • salesforce_ownership
  • salesforce_ticker_symbol
  • salesforce_description
  • salesforce_rating
  • salesforce_site
  • salesforce_owner_id
  • salesforce_created_date
  • salesforce_created_by_id
  • salesforce_last_modified_date
  • salesforce_last_modified_by_id
  • salesforce_system_modstamp
  • salesforce_last_activity_date
  • salesforce_last_viewed_date
  • salesforce_last_referenced_date
  • salesforce_jigsaw
  • salesforce_jigsaw_company_id
  • salesforce_clean_status
  • salesforce_account_source
  • salesforce_duns_number
  • salesforce_tradestyle
  • salesforce_naics_code
  • salesforce_naics_desc
  • salesforce_year_started
  • salesforce_sic_desc
  • salesforce_dandb_company_id
  • salesforce_operating_hours_id
  • salesforce_customer_priority__c
  • salesforce_sla__c
  • salesforce_active__c
  • salesforce_numberof_locations__c
  • salesforce_upsell_opportunity__c
  • salesforce_sla_serial_number__c
  • salesforce_sla_expiration_date__c
  • salesforce_account_id
  • salesforce_last_name
  • salesforce_first_name
  • salesforce_salutation
  • salesforce_other_street
  • salesforce_other_city
  • salesforce_other_state
  • salesforce_other_postal_code
  • salesforce_other_country
  • salesforce_other_latitude
  • salesforce_other_longitude
  • salesforce_other_geocode_accuracy
  • salesforce_other_address
  • salesforce_mailing_street
  • salesforce_mailing_city
  • salesforce_mailing_state
  • salesforce_mailing_postal_code
  • salesforce_mailing_country
  • salesforce_mailing_latitude
  • salesforce_mailing_longitude
  • salesforce_mailing_geocode_accuracy
  • salesforce_mailing_address_city
  • salesforce_mailing_address_country
  • salesforce_mailing_address_geocode_accuracy
  • salesforce_mailing_address_latitude
  • salesforce_mailing_address_longitude
  • salesforce_mailing_address_postal_code
  • salesforce_mailing_address_state
  • salesforce_mailing_address_street
  • salesforce_mobile_phone
  • salesforce_home_phone
  • salesforce_other_phone
  • salesforce_assistant_phone
  • salesforce_reports_to_id
  • salesforce_email
  • salesforce_title
  • salesforce_department
  • salesforce_assistant_name
  • salesforce_lead_source
  • salesforce_birthdate
  • salesforce_last_cu_request_date
  • salesforce_last_cu_update_date
  • salesforce_email_bounced_reason
  • salesforce_email_bounced_date
  • salesforce_is_email_bounced
  • salesforce_jigsaw_contact_id
  • salesforce_individual_id
  • salesforce_level__c
  • salesforce_languages__c
  • salesforce_company
  • salesforce_street
  • salesforce_city
  • salesforce_state
  • salesforce_postal_code
  • salesforce_country
  • salesforce_latitude
  • salesforce_longitude
  • salesforce_geocode_accuracy
  • salesforce_address_city
  • salesforce_address_country
  • salesforce_address_geocode_accuracy
  • salesforce_address_latitude
  • salesforce_address_longitude
  • salesforce_address_postal_code
  • salesforce_address_state
  • salesforce_address_street
  • salesforce_status
  • salesforce_is_converted
  • salesforce_converted_date
  • salesforce_converted_account_id
  • salesforce_converted_contact_id
  • salesforce_converted_opportunity_id
  • salesforce_is_unread_by_owner
  • salesforce_company_duns_number
  • salesforce_sic_code__c
  • salesforce_product_interest__c
  • salesforce_primary__c
  • salesforce_current_generators__c
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