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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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Paste the Consumer Key & Consumer Secret to Client ID & Client Secret, the Client ID & Client Secret obtain from Consumer Details https://cloudfon.atlassian.net/wiki/spaces/CX/pages/edit-v2/49283204#Create276824174#Create-A-Salesforce-App.1.
Copy the Authorized Redirect URL and paste to Callback URL https://cloudfon.atlassian.net/wiki/spaces/CX/pages/edit-v2/49283204#Create276824174#Create-A-Salesforce-App.1.
Enter the Salesforce login URL "https://login.salesforce.com/” into Account Server Address & CRM address.
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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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