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CloudCX Salesforce Custom Configuration provides Tenants 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 custom integration with Salesforce in Tenant. |
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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 Salesforce custom configuration.
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Configure Salesforce Integration in CloudCX
Click on “custom configuration” enter the custom configuration page.
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The connected Salesforce account will be showed shown on the App & Integrations > Settings. Now, CloudCX will be able to save or update visitor’s information to the connected Salesforce account.
Warning Message
This warning message indicates that the Salesforce CRM Application is incorrect or invalid.
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