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< latest:Sfdc-integration-guide | Classic
• 日本語

Revision as of 00:14, 1 October 2019 by Sergem (talk | contribs) (Marked this version for translation)

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• 日本語

<translate>= 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 Tutorials.

Contents

  • Salesforce Integration Guide
  • Introduction
  • Purpose
  • Audience
  • Integration ScopeIntegration Steps
  • Prerequisites
  • Salesforce Classic
    • Classic Overview
    • Install Managed Package
    • Set up Call Center
    • Add Connected App to Enable Scenarios to Access Salesforce Data
    • Enable Single Sign-On in Salesforce
    • Add Salesforce Integration Account in Bright Pattern
    • Enable Screen Pop
  • Salesforce Lightning
  • Salesforce ServiceTutorials
  • Tutorials Overview

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


Salesforce Classic


</translate>

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