OneCloud Integrations | How to Setup the Salesforce Integrator
Guide to Setting Up the Salesforce Integrator in the UCaaS Portal
Please Note: To use the Integrator, you need an admin account setup in Salesforce and an Office Manager within the UCaaS Portal
User/Agent Identity: The OneCloud Portal uses email addresses through the integrator to Salesforce for identification.
If there's no email on the UCaaS Agent/User, the Salesforce admin can add the user's extension number in Salesforce to be identified by the integrator.
If there's no email on the UCaaS Agent/User, the Salesforce admin can add the user's extension number in Salesforce to be identified by the integrator.
Setup Steps:
Step 2: Access the Integration Tab and Select the "Salesforce" Integrator's Enable Button (This will open a new window)
Step 3: Log in to your Salesforce
Step 4: Allow Access for the Connection
Step 5: Integration Enabled Successfully
Enabled:
Step 6: Adding Users to the Integrator
a. Hit the "Pencil" Icon
b. Enable Users for Calls, SMS, and Meetings Data
c. Access Tokens via the Advanced Section
Please Note: Any adjustments to the tokens may alter the data pushed to the Salesforce platform.
Contact: [[phone_number]]
Employee: [[employee]]
Call Direction: [[call_direction]]
Call Time: [[call_start]]
Call Event: [[call_event]]
Recording: [[recording_url]] [[transcription]]
Step 7: Adding Extension Numbers in Salesforce
Please Note:
The steps below are in Salesforce Lightning Experience.
This step is crucial for identification if the user in UCaaS does not have an email address associated to it.
The steps below are in Salesforce Lightning Experience.
This step is crucial for identification if the user in UCaaS does not have an email address associated to it.
a. Go to Settings via the "Gear" Icon and then Setup (This will launch a new tab)
b. Go to Users under the "Administration" column, go to "Users" within the dropdown and select "Edit" on the desired User
c. Scroll Down to Extension and Add User's Extension Number
Step 8: Navigate to Tasks and Search for Calls View
How to Locate Calls:
c. Scroll Down to Extension and Add User's Extension Number
Step 8: Navigate to Tasks and Search for Calls View
How to Locate Calls:
Step 9: Accessing Call Recordings
Please Note:
Call Recordings are not uploaded into any audio players within the CRM for security compliance.
Additionally, call recording must be enabled on the UCaaS user for the recording to populate.
To access call recordings, you must be at least an Office Manager Scope within the UCaaS Portal.
Call Recordings are not uploaded into any audio players within the CRM for security compliance.
Additionally, call recording must be enabled on the UCaaS user for the recording to populate.
To access call recordings, you must be at least an Office Manager Scope within the UCaaS Portal.
Enabling Recordings on the UCaaS User:
Go to Tasks > Select the Designated Call Record > Click the Recording Link in the Comments
Enter your Email Address > Send Code OR Login with OneCloud (This will Pop a New Window to Authenticate)
Enter Code and Select "Verify Code"
Once authenticated, you will have access to the recording
If you have any questions or issues, please reach out to OneCloud Support
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