What is the benefit of the Salesforce integration process with MyOperator?
⚡Quick answer -
Integrate MyOperator with Salesforce in about 20 minutes by installing our managed package, entering your MyOperator API key, and mapping the default call fields. Incoming calls instantly create a Lead (first touch) or Activity (repeat calls); outgoing calls placed from Salesforce are auto-logged the same way.
When should I use this guide?
Use this guide if you:
• own a Salesforce Enterprise, Unlimited, Developer, or Sandbox org, and
• want every MyOperator call—missed, answered, or outbound—to appear in Salesforce without manual data entry.
1 - Why integrate?
• Single source of truth for call and CRM data.
• Faster response times via click-to-call
• Automatic call recordings and duration stored in Salesforce.
How does the Integration work?
alt-text: “Call flow from MyOperator to Salesforce”
2 — Prerequisites
Requirement | Where to get it | Notes |
Salesforce org (Enterprise+ or Developer) | Salesforce Setup → Company Information | API Enabled must be “True” |
MyOperator admin access | myoperator.com → Admin Panel | Copy the “Account API Key” |
Sandbox creds (recommended) | Salesforce Sandboxes | Lets you test without polluting production |
3 — Expected behaviour (call flows)
Incoming calls
- First-ever call from a number → New Lead with pre-filled phone and creation time.
- Subsequent calls → New Activity under that Lead.
Alt text: New Lead will be created whenever there is an incoming call on MyOperator.
Alt text: Leads are created with auto filled details
Outgoing calls
- Click “Call with MyOperator” button on any Lead/Contact or custom object.
- Call dials via MyOperator softphone; Activity auto-logs with duration + recording link.
Alt text: Under “Open Activities” you will get the details about duration and recording URL of the Call.
Alt text: Activities are created once a lead is formed for any incoming or outgoing calls are done
Alt text: Client can make an outgoing call and the data about that call will get sync under “Open Activities”
4 — Edge cases & limitations (flip side)
• No live call-pop inside Salesforce; notifications appear only after the webhook fires (1-3 sec).
• Salesforce API daily limits apply—high-volume (>15k calls/day) orgs should enable Bulk API v2.
• Leads deleted in Salesforce are NOT re-created automatically on the next call; they move to Activities on the associated Contact if one exists.
5 — Testing & validation checklist
- Place an inbound call from an unknown number—confirm new Lead.
- Place another call from the same number—confirm Activity under the same Lead.
- Click-to-call from Salesforce—confirm outbound Activity + recording URL.
Keywords - MyOperator Salesforce integration, click-to-call Salesforce, MyOperator webhook, auto-create lead, call logging Salesforce
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