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 Screen Pop URLs for an SFDC Object
- Enabling the Service Console (or Service Cloud)
Salesforce.com Integration Guide
Prerequisites
To deploy the managed app in a Salesforce.com (SFDC) environment, you must have “Production” level login credentials. To verify the “Production” level credentials for proper permissions, login with your existing credentials to the Salesforce login.
Note: If you are unable to log into Salesforce.com directly, please contact your SFDC system administrator to review permission and access level settings.
For most types of integration described in this guide, Bright Pattern Contact Center version 3.6 or later is required. For import of calling lists and export of campaign results, Bright Pattern Contact Center version 3.10 or later is required.