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

Revision as of 22:57, 26 February 2021 by Tracy (talk | contribs)

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• 日本語

<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>

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