From Bright Pattern Documentation
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To get started on configuring Salesforce integration, you must install a managed package. Installation can be performed by developers in either a sandbox or production environment with proper permissions. | To get started on configuring Salesforce integration, you must install a managed package. Installation can be performed by developers in either a sandbox or production environment with proper permissions. | ||
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<center>[[sfdc-integration-guide/Prerequisites|< Previous]] | [[sfdc-integration-guide/ConfiguringCallCenterParameters|Next >]]</center> | <center>[[sfdc-integration-guide/Prerequisites|< Previous]] | [[sfdc-integration-guide/ConfiguringCallCenterParameters|Next >]]</center> | ||
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Latest revision as of 04:32, 29 May 2024
Installing a Managed Package
To get started on configuring Salesforce integration, you must install a managed package. Installation can be performed by developers in either a sandbox or production environment with proper permissions.
Before you begin installing anything, make sure you have registered and created a Salesforce developer account. You can do that at salesforce.com.
How to Install the Managed App
- Go to the Salesforce AppExchange and get the BrightPattern Contact Center Integration app.
- At the bottom of the page, click Get It Now.
- In the dialog that pops up, log in with your Salesforce credentials for your Salesforce developer account. (If you do not already have a developer account, now is the time to create and register one.)
- Select either Install in Production or Install in Sandbox. Then in the Confirm Installation Details dialog, agree to the terms and click Confirm and Install.
