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• 5.2 • 5.3

Salesforce.com Select Account

Your contact center configuration may contain multiple Salesforce integration accounts for access to different Salesforce systems. Use the Salesforce.com Select Account block to specify the integration account that will be used by subsequent Salesforce blocks in the given workflow. If this block is not used, all Salesforce blocks in the given workflow will use access data from the integration account marked as the Default account.


Salesforce.com Select Account workflow block


Settings

Title text

Title text is the name of the instance of the block. Enter a name in the text field and the new name of the block appears in the flowchart.

Account

Account is the name of the Salesforce integration account that will be used for access to Salesforce data by subsequent Salesforce blocks in the given workflow.


Salesforce.com Select Account workflow settings


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