Which versions are supported?
Enterprise & Unlimited editions of Salesforce are pre-bundled with REST API access, but the Professional Edition is not.
If you are using Salesforce Professional Edition, you need to have the Web API Package and purchase API call bundles. To determine if your organization has purchased the API package, click on: Setup > Monitor > System Overview > API usage.
If you're not on one of the above supported version and want to upgrade, contact your Salesforce Account Executive.
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 imposes 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. On initial connection the usage may spike, however after that 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.
Which versions are supported?
Jiminny is compatible with Salesforce Lightning, Aloha ("Classic"), and has limited support for the Console.
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.
If using Deal Insights, you can configure which fields are customisable on an Opportunity.
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?
As standard there are no packages or Apex code to install. Everything runs via the API and Chrome Extension.
We have a Salesforce AppExchange Package in Beta
, reach out to your CSM for more details.