Salesforce integration
How to connect Salesforce CRM with the sipgate App for automatic synchronization of contacts and call activities.
With sipgate, you call directly in Salesforce and manage your contacts in the sipgate app. This way you always see who is calling and do not have to switch between different tools.
After you have connected sipgate with Salesforce, your existing contacts are automatically synchronized. Any changes or new contacts that you add in the sipgate app during or after the call are automatically saved in Salesforce. In addition, sipgate also updates your call activities for the respective contacts in Salesforce. This way you are always up to date and know when you called which of your contacts and what you noted about your conversation.
Integration of Salesforce in the sipgate app:
Select integration
Click the gear icon on the left in the sipgate app and select the item Integrations from.
Under the item Integrations look for the entry Salesforce and click the button Connect with Salesforce. 
Log in and connect
Log in to your Salesforce instance and agree to the data exchange. This means you have successfully connected Salesforce and the sipgate app
What can I do if my contacts/leads do not load?
If problems occur while loading contacts or leads, follow this path: Salesforce ➔ Setup ➔ Administration ➔ Users ➔ Permission Sets. Make sure that the following permissions are enabled:
Administrative permission: API enabled (default: ON)
Standard object permissions: Accounts: Read/Create/Edit/Delete (default: ON) Contacts: Read/Create/Edit/Delete (default: ON) Leads: Read/Create/Edit/Delete (default: ON)\
How do I set up Click2Dial Tel for Salesforce?
Important: The phone numbers of the Salesforce contacts must be saved in the format +49xxxx so that Click2Dial can be used. In Salesforce ➔ Setup ➔ Call Center no other CTI solution may be active so that Salesforce can use Click2Dial.
Go to Default Apps ➔ Select default values by link type ➔ [Tel: sipgate] (Tel: sipgate"") select as default values.
Facetime ➔ Settings ➔ General ➔ Default for calls ➔ set sipgate app as default.
Apple no longer offers a setting. Copy the phone number and paste it into the sipgate app to call.\
Exception: when migrating from MacOS 15 ➔ 26 and If the sipgate app was already set in Facetime for calls, click2Dial via the sipgate app will continue to work.
How can I enter notes for a call in Salesforce (call logging)?
During the conversation in the note field leave a message
After the call has ended, click into the note field within 10 seconds and enter a note
After the call, select the desired entry via the call list and enter a note
Important: Note that only open opportunities are suggested if you want to attach the notes to the opportunities.
Leave notes during a conversation
in Salesforce via Contact ➔ Activity ➔ Completed outgoing call (sipgate app)
in the activities under Details ➔ Comment you can see the note field
optionally, you can create a task: Call ➔ Email ➔ select Task
after the call, note the note via the call list
in Salesforce ➔ contact ➔ Activity ➔ Completed outgoing call (sipgate app)
in the activity details ➔ you can see the note in Comment
Task must be created directly in the call or at the latest 10s after the call
Alternatively, you can create the notes directly in the sipgate app during or after the call. They are then automatically updated in Salesforce and assigned to the call or deal.\
Errors and solutions
Error: Connecting Salesforce does not work: “OAuth error”
Error: Connecting Salesforce does not work: “OAuth error” - OAUTH_APPROVAL_ERROR_GENERIC Cause: unclear, several solutions are possible here Approach: Salesforce ➔ Setup ➔ Administration ➔ user ➔ open affected user check which profile is used, if necessary “Identity user” Salesforce ➔ Setup ➔ Administration ➔ Profiles: open “identity user” &#xNAN;➔ API Enabled: active
Salesforce ➔ Setup ➔ Platform Tools ➔ Apps ➔ Connected Apps ➔ Connected Apps OAuth Usage ➔ sipgate**➔**Edit Policies &#xNAN;➔ OAuth Policies: all users may self-authorize &#xNAN;➔ IP Relaxation: Refresh token is valid until revoked &#xNAN;➔ Timeout Value: none
Salesforce ➔ Setup ➔ Settings ➔ Identity ➔ OAuth and OpenID Connect Flows -> Enable Allow OAuth Username-Password Flows -> Enable Allow OAuth User-Agent Flows\
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