Configuring CRM Writeback

Connecting Salesforce to Rox

This guide walks you through connecting Salesforce to Rox so the two systems stay in sync automatically.

We recommend using the same Salesforce account you already use for tools like Gong or Outreach. If you need a brand new account, reach out to your Rox contact and we'll help.

What you'll need

A Salesforce user account with:

1. A Salesforce or Salesforce Integration user license
2. The System Administrator profile
3. API access turned on

Step 1: Connect Salesforce to Rox

1. Sign in to run.rox.com.

2. Go to Settings.

3. Click Integrations.

4. Find Salesforce and click Connect (or Action Required).

5. Sign in to Salesforce when prompted.

6. Approve the connection through Fivetran (the secure service we use to move your data).

7. Wait until Salesforce shows as connected.
   
   

   

Step 2: Install the Rox package in Salesforce

1. Click this link to install the Rox package.
2. When asked who should have access, choose Install for All Users.
3. Click Install and wait for Salesforce to confirm.

This adds a permission set called Rox Integration to your Salesforce account.

Step 3: Add a field for tracking activities

1. In Salesforce, open Object Manager.
2. Click Activity.
3. Click Fields & Relationships.
4. Click New.
5. Choose Text as the field type.
6. Use these settings:
   • Name: RoxActivityId
   • Length: 100 characters
7. Save the field.

Step 4: Give Rox access to your Salesforce data

1. In Salesforce, open the Rox Integration permission set.
2. Click Object Settings.
3. For each object below, give Rox Read and Edit access:
   1. Account (company name, website, industry, revenue, employee count, address)
   2. Contact (name, email, phone, title, account)
   3. Opportunity (name, amount, stage, close date, next step, account)
   4. Opportunity Line Item
   5. Product
   6. Lead
   7. Task (include the new RoxActivityId field)
   8. Event (include the new RoxActivityId field)
   9. Any custom objects you want Rox to use
4. Save your changes.

If you're not sure which fields to include, your Rox contact can share the full list.

Step 5: Turn on activity writeback

After your first sync finishes:

1. In Rox, go to Settings.
2. Click CRM.
3. Click Activities.
4. Click Enable Writeback.
5. Click Start Sync.

This lets calls, meetings, and emails handled in Rox show up in Salesforce.

You're done

Salesforce and Rox are now connected and syncing both ways. If anything looks off, or you want to sync more objects, your Rox contact is happy to help.