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• 5.19 • 5.3 • 5.8

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

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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