Creating a room in Aligned directly from Salesforce helps streamline your sales process by reducing manual data entry and ensuring all relevant information is carried over seamlessly. This integration allows you to quickly set up a collaborative workspace with pre-filled details, keeping your workflow efficient and organized.
With this feature, you can:
Save time by eliminating the need for duplicate data entry.
Ensure consistency in room details with auto-filled company information.
Seamlessly transition between Salesforce and Aligned without disrupting your workflow.
1. Minimum Requirements
Available for Enterprise plan users.
Requires Salesforce integration setup by your Aligned admin.
2. How to Create a Room from Salesforce
Step-by-Step Process to Create a Room
Open an Opportunity, Lead, or Account in Salesforce.
Click the Create Aligned Room button.
A new tab opens in Aligned with room templates.
Select a template or create a room from scratch.
The room is automatically created and linked to your Salesforce record.
You are redirected to the new room with pre-filled details.
You can start working in the room or return to Salesforce.
The created room appears in the Aligned Room section in Salesforce.
You can edit room details (such as name and logo) directly in Aligned.
3. Troubleshooting & Common Issues
3.1. I’m not logged into Aligned
A new tab will open for you to log in.
After logging in, you will be taken to the template selection screen.
3.2. I Clicked "Create Room" but It Didn’t Work
Issue | What to Do |
My company hasn’t integrated with Salesforce | Contact your Aligned admin to set up CRM integration. |
My Aligned account is not linked to Salesforce | Ask your admin to enable CRM mapping for your account. |
I’m not the owner of the Opportunity, Lead, or Account | Only object owners can create rooms. Verify ownership in Salesforce. |
The object type isn’t mapped in Aligned | Contact your admin to enable Lead mapping. |
3.3. Auto-Filled Room Details
Your room’s name and logo will be automatically pulled from Salesforce.
You can edit these details inside the room after it is created.
3.4. There’s Already a Room for This Salesforce Record
If a room is already linked to the Opportunity, Lead, or Account, you’ll see a message: "Room is already connected to an object in Salesforce."
You can find existing rooms in the Aligned Rooms section in Salesforce.
3.5. Can I Create Multiple Rooms for the Same Record?
No, each Salesforce record can only be linked to one Aligned room to avoid duplicates.
4. Permissions & Access
Action | Who Can Do It? |
Create a Room | Users who own the Opportunity, Lead, or Account in Salesforce |
Edit Room Details | Any user with room access in Aligned |
View Linked Rooms in Salesforce | Any Salesforce user with the correct permissions |
Now you can easily create rooms from Salesforce and keep your workflow efficient. If you need help, reach out to your Aligned admin! 🚀