From Bright Pattern Documentation
Contents
- Introduction
- Integration Steps
- Prerequisites
- Importing a Call Center Definition File
- Installing a Managed Package
- Configuring Call Center Parameters
- Enabling Single Sign-On
- Enabling SFDC Data Access 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
- Preventing the Salesforce.com screen pops from opening another tab
- Enabling the Service Console (or Service Cloud)
- Pausing and Resuming Recordings
- How to Remove SFDC Integration
Salesforce.com Integration Guide
Audience
This Salesforce Integration Guide is intended for the IT/technical personnel responsible for the data infrastructure of the contact centers that use Bright Pattern Contact Center solutions for customer interaction processing and the Salesforce.com (SFDC) solution for customer relationship management. Readers of this guide are expected to have expertise and experience in administration of these systems as well as a solid understanding of contact center operations and resources that are involved in such operations.