From Bright Pattern Documentation
Contents
- Introduction
- 1 Purpose
- Integration Steps
- 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
- Enabling the Service Console (or Service Cloud)
Salesforce.com Integration Guide
Purpose
The ServicePattern Salesforce.com CTI Integration Guide provides detailed instructions for setting up your ServicePattern contact center solution to function in an integrated manner with your Salesforce.com (SFDC) applications, including single agent sign-on, SFDC-data-driven interaction routing, screen-pop, activity history, and click-to-call functions.