Navigation menu

Bright Pattern Documentation
    • ⧼login-private⧽
  • Edit 5.3‌
    • History
    • Get the Book as HTML Page
    • Get the Book as PDF
From Bright Pattern Documentation
< 5.3:Sfdc-integration-guide‎ | Classic
Jump to: navigation, search
This page is a translated version of the page 5.3:Sfdc-integration-guide/Classic/Overview and the translation is 33% complete.
Other languages:
English • ‎日本語
• 5.19 • 5.3 • 5.8

Contents

  • Salesforce.com Integration Guide
  • Introduction
  • Purpose
  • Audience
  • Integration ScopeIntegration Steps
  • Prerequisites
  • Salesforce Classic
  • Salesforce Lightning
  • Salesforce ServiceTutorials
  • Tutorials Overview
  • Classicの概要
    • 1.1 Integration Configuration Steps
  • 管理パッケージのインストール
  • コールセンターのセットアップ
  • シナリオからSalesforceデータへアクセスを有効にするため接続アプリケーションの追加
  • Salesforceにおけるシングルサインオンの有効化
  • Bright PatternへSalesforce統合アカウントの追加
  • スクリーンポップの有効化

Classic Overview

This section of the Salesforce Integration Guide explains how to integrate your Bright Pattern Contact Center with Salesforce in the Salesforce Classic view.

Integration Configuration Steps

  1. Install Managed Package
  2. Set up Call Center
  3. Add Connected App to Enable Scenarios to Access Salesforce Data
  4. Enable Single Sign-On in Salesforce
  5. Add Salesforce Integration Account in Bright Pattern
  6. Enable Screen Pop for Multiple-Matching Records
    < 前へ | 次へ >

Retrieved from "https://help.brightpattern.com/index.php?title=5.3:Sfdc-integration-guide/Classic/Overview/ja&oldid=124566"