LAGRANGE Posted June 12, 2023 Report Share Posted June 12, 2023 Hello, I would like to integrate VODIA PBX with our SalesForce CRM. Could you tell me what to do knowing that I don't see SalesForce when I go to the "CRM Integration" menu Waiting for your return Quote Link to comment Share on other sites More sharing options...
Vodia Telephone System Posted June 12, 2023 Report Share Posted June 12, 2023 Salesforce is integrated through user portal (under CRM settings) as each user has his/her own credentials. The integrations is REST API and only certain salesforce licenses support that. You also have to create a security token that you have to use together with the user credentials as explained here: https://doc.vodia.com/docs/crmsf2 Thanks. Quote Link to comment Share on other sites More sharing options...
LAGRANGE Posted June 12, 2023 Author Report Share Posted June 12, 2023 Savez-vous s'il y a un connecteur CTI pour pouvoir utiliser le softphone de Salesforce ? Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.
Note: Your post will require moderator approval before it will be visible.