From Bright Pattern Documentation
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= Salesforce Integration = | |||
Integration with Salesforce.com (SFDC) customer relationship management applications provides the integrated Agent Desktop, single sign-on, access to CRM data from scenarios, screen pop, activity history, and click-to-dial functions. | Integration with Salesforce.com (SFDC) customer relationship management applications provides the integrated Agent Desktop, single sign-on, access to CRM data from scenarios, screen pop, activity history, and click-to-dial functions. | ||
You can also create calling lists using contact records imported from SFDC and export the corresponding campaign results directly to SFDC. You can define more than one Salesforce.com integration account. | You can also create calling lists using contact records imported from SFDC and export the corresponding campaign results directly to SFDC. You can define more than one Salesforce.com integration account. | ||
For detailed integration instructions, including specification of the Salesforce.com integration account properties, see [[sfdc-integration-guide/Purpose|Salesforce | For detailed integration instructions, including specification of the Salesforce.com integration account properties, see [[sfdc-integration-guide/Purpose|Salesforce Integration Guide]]. | ||
Latest revision as of 18:41, 13 September 2024
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Salesforce Integration
Integration with Salesforce.com (SFDC) customer relationship management applications provides the integrated Agent Desktop, single sign-on, access to CRM data from scenarios, screen pop, activity history, and click-to-dial functions.
You can also create calling lists using contact records imported from SFDC and export the corresponding campaign results directly to SFDC. You can define more than one Salesforce.com integration account.
For detailed integration instructions, including specification of the Salesforce.com integration account properties, see Salesforce Integration Guide.