If you need to reauthorize your integration between CallRail and Salesforce, use the steps below.
- From the CallRail home page, select the Integrations icon, then Manage from the list on the left.
- Select Salesforce from this list.
- Enter your Salesforce domain URL in the text box. Make sure you have the Production tab selected when entering the URL (this is the default)
- CallRail cannot transfer an integration from Sandbox to Production because pre-existing conditions in your Sandbox and Production accounts may interfere with accurate data reporting.
- Select Authorize. You will be redirected to your Salesforce OAuth.
- Approve the connection in Salesforce OAuth.
The integration will then show as "Active" in CallRail.
Please note: Salesforce integrations are company-specific. If your account has more than one company with a Salesforce integration, then follow steps 1-5 for each company.