How it works
Uman is organized around three key modules:
Business Development
Deal Execution
Account Management
By integrating with Salesforce CRM, uman enables users to benefit from advanced reasoning capabilities, enriched with the relevant CRM context. This bidirectional integration syncs Accounts, Contacts, and Opportunities on behalf of the user, enhancing productivity and improving client conversations.
Key Benefits
Prepare for meetings with rich historical context: Gain instant access to valuable customer insights, including past interactions, deals, and key contacts, ensuring you're well-prepared for every meeting.
Seamless meeting updates in CRM: Easily push information, post meeting, into your CRM. An admin can define which fields can be updated.
Seamlessly add prospects in CRM: Easily push new accounts with contact data into your CRM with rich insights and outreach scripts for execution.
Technical Setup and details
The integration offers powerful capabilities for handling essential Salesforce objects, including:
1. Company
Read Data: Access detailed company profiles, including associated contacts, recent interactions.
Write Data: Automatically create or update company records based on sales activities or data from other systems.
2. Contacts
Read Data: Retrieve contact details and communication history
Write Data: Create or enrich contact profiles by adding key insights, linking notes from customer meetings, or updating status based on interactions.
3. Opportunities (Deals)
Read Data: Extract deal information, including stages, values, and associated contacts or companies.
Write Data: Create or update deals, update status, or log deal progression to keep CRM data up to date.
4. RecordType (Pipelines)
Read Data: Retrieve opportunity pipelines with it's associated stages.
5. Custom Objects
If a custom object is required when creating a Company, Contact or Opportunity, then we'll read that custom object as well. This is optional, depending on your CRM setup.
Setup Instructions
To enable the integration, we use the Web Server Flow with PKCE. When logged in to the uman platform, user’s will be able to connect to a Salesforce connected App, provided by uman.
Used OAuth scopes
Access unique user identifiers (openid)
Manage user data via APIs (api)
Perform requests at any time (refresh_token, offline_access)
Admin approve connected app
In the setup menu, navigate to Connected Apps OAuth Usage
and make sure that the uman app is installed. This can be found under
Apps → Connected Apps
For further assistance, please contact our support team or visit our comprehensive knowledge base.