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Cloud Conduit

Cloud Conduit documentation

Install, configure and use Cloud Conduit's apps for Salesforce. Pick a product below to get started.

Products

Section titled “Products”

TrueDial

Validate and format phone numbers as records are saved, and give users the tools to fix the rest.

Get startedIntroduction

Set up TrueDial

Section titled “Set up TrueDial”
  1. Install the package

    Install TrueDial from AppExchange, assign permission sets and set your default country.

  2. Create a phone configuration

    Choose which fields to validate, the phone types they allow and the format they are stored in.

  3. Add the Phone Assistant

    Let users fix invalid numbers and format existing ones directly on a record.

More TrueDial guides

Section titled “More TrueDial guides”
  • Bulk Phone Validation

    Find and fix invalid or unformatted numbers across existing records.

  • Bypassing Phone Validation

    Let integration users and data loads save numbers without validation.

  • Apex

    Parse, validate and format numbers from your own Apex code.

  • Introduction

    What TrueDial does, and why E.164 matters for CTI systems.

Conduit for Xero

Keep Xero contacts, invoices and payments in sync with Salesforce®, and raise Xero invoices from Salesforce® records.

Get startedIntroduction

Set up Conduit for Xero

Section titled “Set up Conduit for Xero”
  1. Set up a tenant

    Connect your Xero organisation to Salesforce® and run the initial sync.

  2. Match accounts and products

    Link Xero contacts and items to your Salesforce® Accounts and Products.

  3. Configure mappings

    Define how Salesforce® records become Xero invoices.

  4. Set the sync schedule

    Choose how often data syncs, and restrict it to business hours.

More Conduit for Xero guides

Section titled “More Conduit for Xero guides”