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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 When you create a Salesforce account, you receive a unique Salesforce instance URL. This URL is utilized for generating a Salesforce token. 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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For CRM Type choose Salesforce.
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On the reload you will get the Salesforce settings screen.
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Assuming you have the sales force instance URL and other required salesforce app registration details.
Fill the salesforce instance URL in Salesfore Auth URL field.
From the API setup above you should have copied down your key and secret for the app you created.
On the API Key field add the Key and in the API Secret field add the secret.
Click Submit.
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Once the details are submitted, you can now generate an authentication token.
Next, click the Get Salesforce Token.
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