Integration with Salesforce

This support article provides a detailed guide on how to seamlessly integrate CloudAgent with Salesforce CRM.

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Pre-Requisites

  • Customers must have a Salesforce account to log in & configure the integration.

Installation of Cloud Agent App

  • Login to the Salesforce account
  • Search for 'AppExchange Marketplace' in the search bar on the left-hand side of the home page as shown below.
  • Search for Ozonetel in the new window
  • Click on Ozonetel Omnichannel CTI/ Dialer/ IVR/ ACD/ Contact Center in the search results shown below.
  • Click on 'Get It Now' to install this package.
  • Click on 'Install In Production' in the new popped-up window to install this package as shown below.
  • Review and check the terms and conditions agreement. Click the "Confirm and Install" option to proceed.
  • The details in the above window can be updated using the 'Edit Profile' option and proceed with the installation.
  • Now select 'Install for All Users' and click Install.
  • Click 'Done' post successful installation.
  • As a next step, the installed package details will be shown for reference.

Assign the Salesforce user to the call center configuration.

  • Search for CallCenters and Click on 'Call Centers' as shown below.
  • On the Call Centers page click on 'Continue' to view the installed 'KOOKOO Call Center Adapter' as shown below.
  • Click on the Edit button beside the KOOKOO Call Center Adapter to change the URL.

  • Once this is saved, click the Manage Call Centers Users button to add users.

  • If no users are found as shown below, click on Add More Users.

  • Type in the name of the user in the organization and click on the search button.
  • Select the appropriate username from the search results.
  • Click on 'Add to Call Center' to add that particular user.
  • The users on the Manage Users page will be able to view the CloudAgent widget.
  • Post successful installation the CloudAgent app will be visible on the bottom left corner of the CRM as shown below.

Configure Softphone Layout

  • Search for 'Softphone Layouts' in the search results.
  • Click 'New' to add a new Softphone as shown below.
  • Input the desired username
  • Customize the Softphone Layouts based on your choice using the 'Edit' button.
  • Save the CloudAgent app once the changes are completed.

## Screen Pop-Up Settings

Screen Pop-up settings can be customized as per requirement in the screen pop settings tab as shown below.

For example:

  1. No matching records settings
    1. By default, if no matching records are found in the leads it is set to Don’t pop any screen, but the requirement is, that the screen should pop up if the Leads have no matching records
    2. Click on the edit option on the right side of no-matching records and check Pop to new,
    3. Select Leads in the drop-down menu and click Save.
      This will make the screen pop up, whenever there is no matching lead

Chat Integration with Salesforce

To integrate chat functionality with Salesforce, you'll need to create a custom object, add the necessary fields, and configure the integration settings. Follow these steps to complete the integration:

  1. Access Object Manager:

    1. Log in to your Salesforce account.

    2. In the setup menu, search for and select "Object Manager."

  2. Create a Custom Object:

    1. Click on the "Create" button and select "Custom Object."

    2. Fill in the required information for your new object, such as Label, Plural Label, and Object Name.

    3. Save the custom object.

  3. Add Fields to the Custom Object:

    1. Return to the Object Manager screen.

    2. Locate and select the custom object you just created. For example, in the below image, I have created an object named chat.

    3. Click on the "Fields & Relationships" tab.

  4. Create a New Field:

    • Click the "New" button to add a new field

      Step 1: Choose Field Type

      • Select the field type. For flexibility, choose "Text," which allows users to enter any combination of letters and numbers.

        👍

        Note:

        While mapping the"Transcript" field, data type must be rich text area

      Step 2: Enter Field Details

      • Enter the necessary details for the field, such as Field Label, Field Name, and Length for the text field.

      Step 3: Establish Field-Level Security

      • Set the field-level security by selecting the profiles that should have edit or read-only access to this field.

      Step 4: Add to Page Layout

      • Add the new field to the relevant page layout to ensure it appears where needed.
      Repeat these steps as necessary to add all required fields to your custom object.
  1. Add Lookup Field to Activity Object:
    1. In the Object Manager screen, select the object named 'Activity' and access the Fields & Relationships section.
    2. Create a New Custom Field.
      1. Step 1: Choose the Field Type
        • Choose the option: Lookup Relationship
      2. Step 2: Choose the related object
        • In the Related To drop-down, select the custom object you created earlier in Point No. 2.
      3. Step 3: Enter the label and name for the lookup field.
        • Fill out the necessary fields and proceed to the next step.
      4. Step 4: Establish field-level security for reference field
        • Set the field-level security by selecting the profiles that should have edit or read-only access to this field.
      5. Step 5: Add the reference field to Page Layouts
        • Select the page layouts that should include this field.
      6. Step 6: Add custom related lists
        • Specify the title that the related list will have in all of the layouts associated with the parent.
        • Also, select the page layouts that should include this field.
  2. Integrate with CloudAgent:
    1. Log in to your CloudAgent account.
    2. Navigate to Admin -> Settings -> Admin Settings -> Integration.
    3. Search for the setting named "Salesforce Chat Entity Name" and add the API name that you provided to the custom object created in step 2.
    4. Similarly, search for the setting "Salesforce Chat Relation Field in Task" and add the Field Name that you provided for the Activity Object in step 5.
    5. Map all the fields created on the custom object to the corresponding fields in the CloudAgent settings page.

Updated 17 days ago