From Bright Pattern Documentation
Contents
- Introduction
- Integration Steps
- 1 Prerequisites
- Installing a Managed Package
- Configuring Call Center Parameters
- Enabling Single Sign-On
- Enabling Access to SFDC Data from Scenarios
- Importing Calling Lists and Exporting Campaign Results
- Customizing SFDC Activity Objects
- Configuring SFDC Data Screen-pop for Outbound Preview Campaigns
- Frequently Asked Questions
- Searching for a contact using the Salesforce.com Search block
- Locating or creating the screen-pop URLs for an SFDC Object
- Preventing the Salesforce.com screenpops from opening another tab
- Enabling the Service Console (or Service Cloud)
Salesforce.com Integration Guide
Prerequisites
To deploy the managed app in an SFDC environment, you must have “Production” level login credentials. To verify the “Production” level credentials for proper permissions, login with your existing credentials to:
- Note: If you are unable to log into Salesforce directly, please contact your SFDC system administrator to review permission and access level settings.
For most types of integration described in this document, ServicePattern version 3.6 or later is required. For import of calling lists and export of campaign results, ServicePattern version 3.10 or later is required.