Calldacity Integrations | How to Setup the Salesforce Integrator
Calldacity Integrations | How to Setup the Salesforce Integrator
Please Note: To setup the Integrator, you need an admin account setup in Salesforce and an Office Manager scope within the UCaaS Portal.
User/Agent Identity: The UCaaS Portal uses email addresses through the integrator to Salesforce for identification.
If there's no email address on the UCaaS Agent/User, the Salesforce administrator can add the user's extension number in Salesforce to be identified by the integrator.
Go to Step 7 to see how to input the extension number in Salesforce.
If there's no email address on the UCaaS Agent/User, the Salesforce administrator can add the user's extension number in Salesforce to be identified by the integrator.
Go to Step 7 to see how to input the extension number in Salesforce.
Setup Steps
1. Login to the UCaaS Portal
2. Access the "Integration" Tab and Select the "Enable" Button within the Salesforce Box
3. Log in to your Salesforce
4. Allow Access for the Connection
5. Integration Successfully Enabled
Confirmation Message:
Enabled Integration Icon:
Confirmation Message:
Enabled Integration Icon:
6. Adding Users to the Integrator
a. Hit the "Pencil Icon"
b. Enable Users for Calls, SMS, and Meetings Data Logging
a. Hit the "Pencil Icon"
b. Enable Users for Calls, SMS, and Meetings Data Logging
7. 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:
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