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CloudCX's integration with Salesforce enables seamless access to customer information within the CloudCX Agent Console and facilitates the convenient synchronization of data from CloudCX to Salesforce. This integration ensures a uniform customer information management experience and enhances agent productivity. |
This platform offers two methods for a Tenant to connect to Salesforce:
Connect to Salesforce through the default CRM application configured by the provider.
Connect to Salesforce using the Tenant's own CRM application. For further information, please refer to the details provided
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Connect to Salesforce CRM
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