From Bright Pattern Documentation
Contents
- Introduction
- Integration Steps
- Prerequisites
- 1 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
- Preventing the Salesforce.com screen pops from opening another tab
- Enabling the Service Console (or Service Cloud)
- Pausing and Resuming Recordings
Salesforce.com Integration Guide
Installing a Managed Package
To get started on configuring Salesforce integration, you must install a managed package. Instructions for installing the managed app are available on the Salesforce AppExchange.
Installation can be performed in either a sandbox or production environment with proper permissions.