From Bright Pattern Documentation
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| − | <translate>= Lightning Overview = | + | <translate>= Lightning Overview = <!--T:1--> |
This section of the ''Salesforce Integration Guide'' explains how to integrate your Bright Pattern Contact Center with Salesforce in Lightning view. | This section of the ''Salesforce Integration Guide'' explains how to integrate your Bright Pattern Contact Center with Salesforce in Lightning view. | ||
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For additional configuration options, see [[5.4:Sfdc-integration-guide/AboutTutorials|Tutorials]]. As a reminder, in order to complete the integration, you will need a Salesforce developer account. If you do not have one, you will need to [https://developer.salesforce.com/signup create and register] one. | For additional configuration options, see [[5.4:Sfdc-integration-guide/AboutTutorials|Tutorials]]. As a reminder, in order to complete the integration, you will need a Salesforce developer account. If you do not have one, you will need to [https://developer.salesforce.com/signup create and register] one. | ||
| − | == Integration Steps == | + | == Integration Steps == <!--T:3--> |
#[[sfdc-integration-guide/Lightning/InstallingaManagedPackage | Install Managed Package]] | #[[sfdc-integration-guide/Lightning/InstallingaManagedPackage | Install Managed Package]] | ||
#[[Sfdc-integration-guide/Lightning/CallCenterSetup | Set up Call Center]] | #[[Sfdc-integration-guide/Lightning/CallCenterSetup | Set up Call Center]] | ||
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[[File:SFDC-Lightning-Config-Page-54.PNG|650px|thumb|center|Salesforce Lightning]] | [[File:SFDC-Lightning-Config-Page-54.PNG|650px|thumb|center|Salesforce Lightning]] | ||
Revision as of 23:05, 6 October 2019
• 日本語
<translate>= Lightning Overview = This section of the Salesforce Integration Guide explains how to integrate your Bright Pattern Contact Center with Salesforce in Lightning view.
For additional configuration options, see Tutorials. As a reminder, in order to complete the integration, you will need a Salesforce developer account. If you do not have one, you will need to create and register one.
Integration Steps
- Install Managed Package
- Set up Call Center
- Create a Lightning App
- Add Connected App to Enable Scenarios to Access Salesforce Data
- Enable Single Sign-On
- Add Salesforce Integration Account in Bright Pattern
- Enable Screen Pop for Multiple-Matching Records
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