All setup guides

Connect Salesforce to Jola

Leads, contacts, accounts and the opportunity pipeline.

Connect

Owners and admins: in Jola, open Connectors, pick Salesforce, and follow one of these.

Sign in with Salesforce

1. Ask a Salesforce admin to approve Jola first: Setup, then Connected Apps OAuth Usage, then find Jola and choose Install.
2. They set Permitted Users to "Admin approved users are pre-authorized", and give your user access with a permission set.
3. Then sign in to Salesforce here and allow Jola.

• Salesforce blocks apps no admin has approved, so without that step sign-in ends in an approval error. System administrators can skip it.
• The user also needs the API Enabled permission, and the Salesforce edition has to include API access.

What Jola brings in

You pick which of these on the connect screen.

• Leads: People not yet qualified: name, company, status, source and owner.
• Contacts: People at your accounts: name, title, email and phone.
• Accounts: Companies you sell to: industry, type, size and owner.
• Opportunities: Deals with stage, amount, close date and whether they closed.

What Jola can change

Only when someone asks, or through an automation an owner or admin turned on. Each change is logged.

• Move an opportunity to another stage: Changes the opportunity's stage in Salesforce. Stages are read from your own setup.

What it can't do

• Custom objects and custom fields (next)
• Reports and dashboards
• Deleted rows stay in Jola until the connector is deleted
• Salesforce sandboxes

Disconnect it in Jola

Open Connectors, pick Salesforce, and choose Delete. Jola takes back its sign-in where Salesforce allows it, and deletes the sign-in, every synced row and document, and the sync history. Seeds using it are shown first, and automations using it pause. Nothing in Salesforce itself is deleted.

Remove Jola from Salesforce

In Salesforce, a user opens their personal settings, then Connections, and removes Jola. An admin can uninstall it for everyone in Setup, under Connected Apps OAuth Usage.

To ask us to delete everything, see delete your data. For help, see support.