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Salesforce.com Integration Guide

Introduction

• Purpose
• Audience
• Integration Scope

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
• Preventing the Salesforce.com screenpops from opening another tab
• Enabling the Service Console (or Service Cloud)