CRM Integration - Salesforce

The Salesforce Integration allows for the following features:

• Automatic Call Logging: All calls are automatically time and date stamped within the customer lead. A recording of the discussion is available for automatic posting within the lead as well.
• Call Popup: When a client calls in, the customer lead will automatically populate.

 1. Login to the web portal at sip.alinephonesystems.com with an admin account

 2. Navigate to CRM -> Integration

3. Login to your Salesforce account. Then, navigate to the setup page

4. Navigate to the App Manager located under Platform Tools

5. Create a New Connected App

 

6. Enter at least the required Basic Information. An example is below.

7. Configure the API

• Enable OAuth Settings
• Enter the Callback URL with your unique prefix. Your prefix is located in your web browser's URL.
  • https://?????.salesforce.com/services/oauth2/token

• Enable Full access under the Selected OAuth Scopes

• Click Save to create the connected app

8. Configure your CRM as shown below

• Enter the Consumer Key and Secret found on your new Salesforce connected app
• Enter the Login URL: https://login.salesforce.com
• Enable your preferred settings

9. Open the Communicator app. Navigate to Tools -> Preferences -> Modules -> CRM

 

 

10. Enable CRM integration. Enable the options you prefer. Finally, enter the username and password+token for your Salesforce account.

• Example:
  • Username: [e-mail]
  • Password: Password123
  • Token: AHDB
  • New Password: Password123AHDB

11. To locate your personal token:

• Navigate to your personal settings

• Under My Personal Information, select Reset My Security Token

• Reset Security Token will then email over the new token