Overview

The Salesforce integration connects Lightspeed Voice directly to your Salesforce account. Once connected, calls are matched to the correct record, pop-ups appear automatically, and call activity — including recordings, AI summaries, and sentiment — is logged for you.

Before You Begin

Before starting setup, make sure you have:

• An active Lightspeed Voice account with Dashboard access
• The Orbit desktop app installed
• Valid Salesforce login credentials
• Appropriate user permissions for integrations

Step-by-Step Setup

Step 1: Install Orbit

Download Orbit from the Dashboard by clicking the gear icon, install it, and sign in using your Lightspeed Voice credentials.

Step 2: Create the Integration in the Dashboard

Go to Management → Lead Settings → Integrations. Click the + icon to start a new integration.

• Enter the integration name as Salesforce
• Select Salesforce as the vendor

Step 3: Assign Users

Enable users individually, or select all users and assign them at once.

Step 4: Authenticate Salesforce

Click Authenticate. If you're already logged into Salesforce in another browser tab, the page refreshes automatically to show the integration as authenticated.

Step 5: Configure Call Pop Settings

Adjust your Orbit Call Pop settings on the Integration page or in Orbit under Integrations. Choose None, Inbound (default), Outbound, or All.

Step 6: Verify Field Mapping

Toggle the Prospect Created trigger off and back on to display the Field Mapping window, showing Salesforce fields on the left and Lightspeed Voice fields on the right. Click Save Field Map to confirm.

Step 7: Enable Triggers

Keep all triggers enabled to ensure your integration functions properly and keeps records up to date.

Step 8: Test Call Flow

Test both directions to confirm the integration is working:

• Inbound — confirm Salesforce opens the matching contact record automatically
• Outbound — confirm calls launch and log properly

Step 9: Verify Logging

Make sure call activity is logged under the Activity section of the contact, including call direction, duration, and a link to the recording.

How It Works

Incoming calls trigger automatic pop-ups in Salesforce with the caller's contact record. After the call, activity is logged automatically under the Activity section, including call direction, duration, and a link to the recording. With NOVA enabled, an automatically generated Sentiment analysis and Smart Summary are also attached.

Troubleshooting

Authentication failures: Verify you're logged into Salesforce and try authenticating again.

No pop-ups: Make sure Orbit is running and Call Pop is enabled.

Missing data: Confirm field mapping is saved and triggers are enabled.

Number Porting Note

If you're porting an existing number, test the integration again after the port completes to confirm DID routing and user assignment are correct.

Need More Help?

Email help@lightspeedvoice.com or call 941-564-3010 for assistance.