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<translate>= Classic Overview = <!--T:1-->
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= Sales Cloud 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. For additional configuration options, see [[5.4:Sfdc-integration-guide/AboutTutorials|Tutorials]].
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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 == <!--T:2-->
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== Integration Configuration Steps ==  
 
#[[sfdc-integration-guide/Classic/InstallingaManagedPackage |  Install Managed Package]]
 
#[[sfdc-integration-guide/Classic/InstallingaManagedPackage |  Install Managed Package]]
 
#[[Sfdc-integration-guide/Classic/CallCenterSetup | Set up Call Center]]
 
#[[Sfdc-integration-guide/Classic/CallCenterSetup | Set up Call Center]]
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#[[sfdc-integration-guide/Classic/IntegrationAccount | Add Salesforce Integration Account in Bright Pattern]]
 
#[[sfdc-integration-guide/Classic/IntegrationAccount | Add Salesforce Integration Account in Bright Pattern]]
 
# [[Sfdc-integration-guide/Classic/ScreenPop | Enable Screen Pop for Multiple-Matching Records]]
 
# [[Sfdc-integration-guide/Classic/ScreenPop | Enable Screen Pop for Multiple-Matching Records]]
 
 
<!--T:3-->
 
[[File:SFDC-Classic-Page-54.PNG|650px|thumb|center|Salesforce Classic]]
 
 
 
 
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Latest revision as of 04:03, 29 May 2024

• 日本語
• 5.19 • 5.3 • 5.8

Sales Cloud 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
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