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CloudCX Connector Hub provides integration with Salesforce via the API for CRM. The configuration is done server-side, in an easy and straightforward way. Let's follow the instructions step by step to complete the integration with Salesforce. |
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Create A Salesforce App
To integrate with Salesforce, you have to create a Salesforce app in your Salesforce.
Prerequisites
A valid Salesforce Account.
An account that has the Administrator role.
Create A Salesforce App
Go to your Salesforce portal and click on “Setup”.
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In the Consumer Details, you will have to obtain the Consumer Key and Consumer Secret. These values will be required while setting up in the Connector Hub.
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Configure Salesforce Integration in CloudCX
Log in to your system administrator portal https://your_cx_domain:9006, go to Advance > Connector Hub Setting > Salesforce to configure.
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That's all the Salesforce integration, now, you can connect your Salesforce to the App & Integrations > Salesforce in your tenant 8.1 Integrating Salesforce in CloudFon CXCloudCX ！