From Bright Pattern Documentation
Contents
- Introduction
- 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)
Salesforce.com Integration Guide
Audience
This guide is intended for the IT/technical personnel responsible for the data infrastructure of the contact centers that use ServicePattern solutions for customer interaction processing and the SFDC solution for customer relationship management. Readers of this guide are expected to have expertise and experience in administration of the above systems as well as solid understanding of contact center operations and resources that are involved in such operations.