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• 5.19 • 5.2 • 5.3 • 5.8

Salesforce.com Integration Guide

Introduction

  • Purpose
  • Audience
  • Integration Scope

Integration Steps

  • Prerequisites
  • Importing a Call Center Definition File
  • Installing a Managed Package
  • Configuring Call Center Parameters
  • Enabling Single Sign-On
  • Enabling SFDC Data Access from Scenarios
  • Importing Calling Lists and Exporting Campaign Results
  • Customizing SFDC Activity Objects
  • Configuring SFDC Data Screen Pop for Outbound Preview Campaigns

Frequently Asked Questions

  • Searching for a Contact Using the Salesforce.com Search Block
  • Locating or Creating Screen Pop URLs for an SFDC Object
  • Enabling the Service Console or Service Cloud
  • Pausing and Resuming Recordings
  • How to Remove SFDC Integration
Retrieved from "https://help.brightpattern.com/index.php?title=5.2:Sfdc-integration-guide&oldid=153114"

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  • Salesforce.com Integration Guide