| Info |
|---|
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. |
Here is an optional setting available for different tenants. Each tenant can choose to utilize a custom CRM application setting on their respective tenant page. More details, can refer the following link.
| Table of Contents |
|---|
...
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”.
...
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.
...
...
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.
Paste the Consumer Key & Consumer Secret to Client ID & Client Secret, the Client ID & Client Secret obtain from Consumer Details here https://cloudfon.atlassian.net/wiki/spaces/CCSD/pages/edit-v2/51839345#Create-A-Salesforce-App.1 .
Copy the Authorized Redirect URL and paste to Callback URL here https://cloudfon.atlassian.net/wiki/spaces/CCSD/pages/edit-v2/51839345#Create-A-Salesforce-App.1 .
Enter the Salesforce login URL “https://login.salesforce.com/” into Account Server Address & CRM address.
...
That's all the Salesforce integration, now, you can connect your Salesforce to the App & Integrations > Salesforce in your tenant here！ 8.1 Integrate Salesforce CRM ！
Warning Message
This warning message indicates that the Salesforce CRM Application, configured on the System Connect Hub, is incorrect or invalid.
...