Navigation menu

Bright Pattern Documentation
    • ⧼login-private⧽
  • Edit 5.19‌
    • History
From Bright Pattern Documentation
< 5.19:Sfdc-integration-guide‎ | Lightning
Revision as of 22:57, 26 February 2021 by Tracy (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search
• 日本語
• 5.19 • 5.3 • 5.8

<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.

Contents

  • Salesforce Integration Guide
  • Introduction
  • Purpose
  • Audience
  • Integration ScopeIntegration Steps
  • Prerequisites
  • Salesforce Classic
  • Salesforce Lightning
    • Lightning Overview
    • 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
  • Salesforce ServiceTutorials
  • Tutorials Overview

Integration Steps

  1. Install Managed Package
  2. Set up Call Center
  3. Create a Lightning App
  4. Add Connected App to Enable Scenarios to Access Salesforce Data
  5. Enable Single Sign-On
  6. Add Salesforce Integration Account in Bright Pattern
  7. Enable Screen Pop for Multiple-Matching Records



Salesforce Lightning


</translate>

< Previous | Next >
Retrieved from "https://help.brightpattern.com/index.php?title=5.19:Sfdc-integration-guide/Lightning/Overview&oldid=91163"