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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

  •  Fill in some information necessary to create the app and then click "save"

  • 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

  • Copy APP Consumer Key and Consumer Secret, it will be used later

Cloudfon CX Configuration

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

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

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

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

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