Salesforce Integration with OneCloud | OneCloud Support Portal
Salesforce Integration with OneCloud | OneCloud Support Portal
When a customer calls your OneCloud, a window will pop up with the assistance of OneCloud showing you all their contact information before answering the call.
When a call is wrapped up, a quick refresh shows the call has been logged plus for those who want to revisit the conversation a link to download the call is readily available. This ensures continuity and quality in customer relations.
When a call comes in from somebody not on your Salesforce contact list, you will be able to hit the "add contact" button and enter details like their name, company, and their email address. After filling out that information hit "save" and they should be all set up.
A simple interface makes it easy to quickly manage all of your calls within Salesforce. Dial with Salesforce with a highlight or tap.
Note: In order for AlertBlast to get your Salesforce campaigns, you need to make sure you have a user with API credentials. Add API Credentials to Users in Salesforce Note: This section needs to be completed by your Salesforce Admin. 1. Go into your ...
OneCloud V44.4 Release Notes Release Date: 10/07/2025 New Features AI Voice Agent functionality with comprehensive agent management system Agent Call History feature for tracking AI voice agent interactions Calendar integration capabilities for AI ...
In order for AlertBlast to get your Salesforce campaigns, you first need to set up your Salesforce API Integration. Setting up Salesforce Campaigns (Contact Lists) Salesforce contacts and contact lists (known as campaigns) can be imported into ...
Navigation 1. Close Extension 2. Quick Call 3. Screen Pop CRM Choice – Select the appropriate CRM software (or search engine) in the top right of the application. 4. Link to OneCloud Portal – Use this icon to quickly navigate to the OneCloud portal. ...
Getting Started Installing the Software When you first install OneCloud Integrator, it takes you through an installation phase where you need to tell it your OneCloud Integrator Access Code and your OneCloud login credentials or extension number. ...