1. What are the core benefits of using the Jiminny Salesforce App?
Answer: The integration allows sales managers and reps to consolidate their workflow by accessing comprehensive conversation intelligence directly within Salesforce. It provides seamless access to insights like summaries, action items, statistics, themes, transcripts, questions, and attendees, enhancing the sales process and reporting capabilities.
2. How can I play a recorded call in Salesforce?
Answer: You can play the call directly within Salesforce on the Jiminny Conversation, or click “Play in Jiminny” to jump straight to the playback page.
3. Can you automatically create contacts in Salesforce from meeting/call attendees?
Answer: You can create a Salesforce flow to do this quite easily. Here is an example:
Get in contact with your CSM if you would like any further information on how to do this.
4. What kind of reports does the Jiminny Salesforce Application offer?
Answer: The application provides 15 out-of-the-box reports that you can use, copy, and modify to suit your needs. These reports combine Jiminny data within Salesforce for enhanced analytical insights.
Early-Stage Deals Citing Pricing (CFY)
Jiminny Conversations by Organiser
Jiminny Statistics by Rep
Jiminny conversations by Keyword
Late-Stage Deals No Pricing Cited (CFY)
Lost Competitive Opportunities (CFY)
Most Active Deals
Most Common Triggers Against Lost Deals
Most Common Triggers Against Won Deals
Open Competitive Opportunities (CFY)
Topics by Theme (Last Week)
Topics by Theme (This Week)
Topics by Theme
Unengaged Accounts (Last 6 Months)
Won Competitive Opportunities (CFY)
5. How can I gain insights into themes and topics from my meetings?
Answer: The integration provides a high-level view of core themes and topics discussed in meetings, assisting managers and reps in understanding the content covered and facilitating more targeted follow-ups. The themes and topics can be found under the related list for Jiminny Conversation Triggers on theJiminny Conversation record as well as in the Themes tab.
6. How does attendee tracking work in the Jiminny Salesforce Application?
Answer: The application tracks invited attendees and confirms their presence at meetings. It links attendees to the relevant Salesforce contacts, making it easy to understand who attended the meeting.
7. What steps are involved in installing the Jiminny Salesforce Application?
Answer:
8. How do I configure the layout to display Jiminny records in Salesforce?
Answer:
Go to Salesforce Setup > Object Manager.
Select the relevant object (Account, Opportunity, Contact, Lead).
Select "Lightning Record Pages" and edit the desired pages.
Use the “Editor Select” function to add Jiminny sections/items to your page layout.
Or navigate to a record for your chosen object and edit the page directly there.
9. What should I do if I need to fetch a different time period of calls?
Answer: You can adjust the time period for fetching calls by changing the Default Historic offset value in the Default Integration Configuration settings. It's recommended to keep this to 7 days for optimal performance. More information here.
10. How can I manage data storage for Jiminny data in Salesforce?
Answer: Configure your storage settings in Jiminny admin settings under Default Integration Setting Configuration > Data Transience. You can choose from full storage, partial data transience, or full data transience based on your storage needs and reporting requirements. More information here.
11. What steps are involved in upgrading from the Beta version of the Salesforce Application?
Answer:
Uninstall the Beta version by deleting components and permission sets.
Remove the package via Salesforce Setup > Apps > Packaging > Installed packages.
12. How do I set up Deal Insights in the Salesforce App?
Answer:
13. Who should I contact if I encounter issues during setup or usage?
Answer: Reach out to your Jiminny Customer Success Manager (CSM) for any questions or support needed during setup or usage of the Jiminny Salesforce Application.
14. What license do you need to view Jiminny records in Salesforce?
Answer: Users need a full salesforce license