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< 5.19:Sfdc-integration-guide‎ | Lightning
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• 5.19 • 5.3 • 5.8

Contents

  • Salesforce Integration Guide
    • Introduction
  • Purpose
  • Audience
  • Integration ScopeIntegration Steps
  • Prerequisites
  • Salesforce Classic
  • Salesforce Lightning
    • Lightning Overview
      • 1.1 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
  • Salesforce ServiceTutorials
  • Tutorials Overview

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.

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
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