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Drupal URL:

https://knowledge.star2star.com//kb/3098

Source Document URL:

https://docs.google.com/document/d/1jcADYqErJXy28ewXKW03dSTBU570iGXf-jRx_N7WWzk/edit?usp=sharing

Salesforce KB URL:

N/A

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  • The link below will take you to the Sangoma CX Salesforce Connector installation package (version 0.1.6). Double click the link and log into Salesforce. Use a Salesforce account with enough privileges to install the software and configure settings in Salesforce:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8c000000qKcDAAU04t8c0000013cgyAAA

  • Once the installation screen is displayed, select the set of users or user profiles you want to install. (It is recommended to “Install for All Users”)

  • Click the Install button.

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Click on the Apps launcher , and select the application you added the Sangoma CX SalesforceConnector to, for example Sales.

  • Once Selected, you should see the Salesforce application.

  • Click on the CCaaS button at the bottom left corner of the page.

  • Enter your  Sangoma CX Agent credentials 

  • Click the LOGIN button.

Select the extension and grant permission for the application to use the microphone and speakers if asked..

At this point you are active as an Agent and ready to take calls

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