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✅ Cloudfon 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.

Salesforce Configuration

  • Login your salesforce and goto 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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Cloudfon CX Configuration

Log in to the system administrator portal, click "Advanced"-> "Application Settings"-> "Salesforce" to enter the Salesforce settings page.

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Fill in the Consumer Key and Consumer 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. Then click save. After that the system will prompts you that Save successfully.

Configure Callback for Salesforce APP

  • Copy Authorized Redirect URL

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

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That's all of the Salesforce integration, and then you can connect your Salesforce account in your tenant!