• 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