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
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
2. Access the Integration Tab
3. Select the "Salesforce" Integrator's Enable Button
(This will open a new window)
(This will open a new window)
4. Log in to your Salesforce
5. Allow Access for the Connection
6. Integration Successfully Connected
a. Confirmation Message:
Enabled Integration Icon:
a. Confirmation Message:
Enabled Integration Icon:
7. Adding Users to the Integrator
a. Hit the "Pencil Icon"
b. Enable Users for Calls, SMS, and Meetings Data
a. Hit the "Pencil Icon"
b. Enable Users for Calls, SMS, and Meetings Data
8. Adding Extension Numbers in Salesforce
This step is crucial for identification if the user in UCaaS does not have an email address associated to it.
Please Note: The steps below are in SalesForce Lightning
Please Note: The steps below are in SalesForce Lightning
a. Go to Settings via the Gear Icon and then Advanced Setup
b. Go to Users under "Administration" column and go to "Users" then select the drop-down arrow to the right of the specific user
c. Select "Edit User" Under the Drop-Down Arrow from above then scroll down to the extension field and add the "Extension" Number
9. Setup Complete: Navigate to Sales > Tasks Column > Search for Recently Completed Tasks
Call Example:
c. Select "Edit User" Under the Drop-Down Arrow from above then scroll down to the extension field and add the "Extension" Number
9. Setup Complete: Navigate to Sales > Tasks Column > Search for Recently Completed Tasks
Call Example:
If you have any questions or issues, please feel free to reach out to OneCloud Support.
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