How does Jiminny access Salesforce?
Jiminny uses the Salesforce REST API for accessing your data. Each user authenticates individually via OAuth 2 when on-boarding.
We require a Salesforce admin to also have a Jiminny account to provide a back-link for metadata and object synchronization. This is because accessing the metadata requires additional permissions that your users generally won't have.
As you may know, Salesforce impose per-organization and per-user API limits.
Jiminny is designed to use as few of these resources as possible. We understand your API limits are finite and use caching and a shadow copy of some data to help reduce our footprint. You can expect around 200 API calls per day per user, but it really varies depending on how much activity is placed or scheduled through the platform.
What type of information is sent to Salesforce?
Jiminny can be configured to create Task, Event or Notes records. Optionally, Lead Statuses and Opportunity Stages can be updated as part of the activity log workflows. You can read more details on how this works.
Where is that information synced in Salesforce?
The records are stored on Leads, Accounts, Contacts, or Opportunities depending on who is related to the activity and how it is logged.
How are records matched between the systems?
Depending on the type of activity, the records are matched based on a SOSL query or automatically linked via the Chrome Extension if using click-to-dial. Some examples follow:
Scheduling a Meeting
When you schedule a conference in your Calendar, Jiminny will automatically check each attendee against your Salesforce instance with the email address in the invite.
If you start an ad-hoc conference, when each participant joins they will be automatically checked against your Salesforce instance with their provided email address and/or phone number.
Calling or Texting a Prospect
Unlike a CTI integration, Jiminny operates with a Chrome Extension that embeds into the page. Where possible, the extension passes the record identifier to Jiminny to automatically set the customer.
Is there a package that needs installing?
No, there are no packages or Apex code to install. Everything runs via the API and Chrome Extension.