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Prerequisite Your PBX must be set up for https before anything else. Salesforce requires use of an https address for callbacks. See the instructions for https setup You must setup the salesforce connected app prior to setting up the module See the instructions for Salesforce configuration The system needs to use https but the system does not need to be exposed to external inbound traffic. The redirect happens in the browser so your computer simply needs the ability to reach the PBX |
Configuration
In the Admin UI click on the Settings menu and choose CRM Settings.
Assuming you have no other CRM configured you will see the following screen
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