Salesforce Integration

Estimated reading time: 8 minutes | Target users: Supervisors

You can now integrate productname.label with Salesforce. The way the integration works is simple: when your agent handles a call in the productname.label application, the system automatically looks up your customer’s phone number in your Salesforce CRM database. If a match is found, the relevant CRM record will pop up. If no match is found, the Salesforce dashboard will appear.

The integration allows your agents to be even more productive — they don’t have to spend time on searching the CRM for the lead while the customer is waiting on the end of the line.

In this lesson, you will learn:

• How to set up the integration using Salesforce Connected Apps
• How to configure the integration in productname.label
• How to access the Salesforce CRM through the Agent Workspace

Recommended knowledge:

• Basic knowledge of database field and agent script management
• Experience with configuring the agent browser
• Some experience working with application and API integration

1. Adding a New Connected App in Salesforce App Manager

You need to add productname.label to your connected apps in Salesforce. This process includes generating your application access token (a Consumer Key, Consumer Secret and Callback URL) that works as the security credentials needed for integration.

1. Log in to your Salesforce Application Manager.
2. Refer to the navigation bar list on the left side of the screen. From the Platform Tools section, navigate to Apps > App Manager.
3. Press New Connected App.
4. Mark the Enable OAuth Settings checkbox.
5. Find the Selected OAuth Scopes section, then add the following items from the Available OAuth Scopes list: Access and manage your data (api), Allow access to your unique identifier (openid), Perform requests on your behalf at any time (refresh_token, offline_access).
6. In the Callback URL field, enter the following URL:

   https://{customer}.asp.virtual-call-center.eu/salesforce
   

7. Once each required field is filled in, press Save.
8. Make sure to note down the following details: Consumer key, Consumer secret, and Callback URL — you might need them later.
9. Press the Manage button. Make sure the refresh token is set to valid until revoked, so it won’t expire.

2. Configuring the Integration in VCC Live

Now you need to configure the integration in the productname.label application. This includes creating a new database field for your Salesforce ID, adding your Salesforce instance URL to the agent browser and a script (or datasheet), and implementing the API commands.

2.1 Creating a Salesforce ID Database Field

1. Log in to productname.label as an admin user.
2. Select a project from the project list, then select database.menu.label > fields.menu.label.
3. Create a new field, for example, salesforce_id. For more details about creating fields, see To Manually Create a New Field.

2.2 Setting Up a New Agent Browser Tab Pointing to Your Salesforce URL

1. Select a project from the project list, then select the operatorBrowserSettings.label tab.
2. Press operatorBrowserSettings.new.label. A new row appears with a text field.
3. Enter your Salesforce instance URL, then press field_change.button.label.

2.3 Creating an Agent Script or Datasheet Page for Embedding Salesforce

1. Select a project from the project list, then select script_editor.menu.label > tabs.menu.label or script.tab.label.
2. Select a datasheet or script for editing.
3. Drag and drop a controllerType.c-browser.label control from the toolbar to a blank space on the page.
   
4. In the URL field, enter https://yourSalesforceUrl/{fieldPreviouslyCreated} (e.g., https://eu26.lightning.force.com/{salesforce_id}).
5. Press field_change.button.label.

2.4 Adding the API Commands to the Script

1. Make sure the datasheet or script page you previously created is open.
2. Press launchCode.button.label to open the page for editing.
3. Use our API commands in the code. If you don’t have a permanent access token, you need to generate one using the salesforce.getAccessToken method method.
   • Use the searchObject method function through onLoad to find the Salesforce ID for your existing lead.
   • Use the setFieldValue method to update the value of your Salesforce field with the returned Salesforce ID.
   • Use the goNext function to force a browser window reload if necessary.
4. Save the finished script or datasheet page.

For more details about the API functions, see salesforce.getAccessToken and searchObject methods.

3. Logging in to Salesforce on the Agent Workspace

1. Log in to productname.label as an agent user.
2. Press on the taskbar to access the agent browser. The Salesforce login screen will appear.
3. Log in to Salesforce using your login details.
4. The first time you log in, you will see a prompt from Salesforce asking you to allow or deny access to your data. Press Allow.

Congratulations!

You’ve just learned how to integrate productname.label with Salesforce.