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(4)Click Connect with Salesforce and then provide your Salesforce login credentials.

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Note: You need to have particular sets of permissions in your Salesforce account for the integration to work. It is recommended that you use an Admin SF account.

Info

CloudFon also supports you to custom integration with Salesforce.

(1)Salesforce Configuration

  • Login your Salesforce and go to Setup > Apps > App Manager

  • Click to Create a new Connected App

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  •  Fill in some information necessary to create the app and then click "save"

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  • Re-enter App Manager, find the newly created connected app in the list on the left, click View, enter the View page, and then click Manage Customer Details

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  • Copy APP Consumer Key and Consumer Secret, it will be used later

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(2)Cloudfon CX Configuration

  • Click custom configuration.

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  • Fill in the Client Id and Client Secret of your Salesforce application into Client-id and Client-Secret, and fill "https://login.salesforce.com/" into both Account Server Address and CRM address.

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  • Copy Authorized Redirect URL

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  • Go back to Salesforce App and past the copied Authorized Redirect URL into Authorized Redirect URIs.

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  • Click Next to connect with your Salesforce.

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Integration with WebChat/Inbox

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