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Salesforce

Integration Type

Plus Client Add-In

Add-in Classification

Standard

Product / License Type

Go Integrator for Webex Calling license

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Salesforce

Application:

Salesforce

Version:

Using REST API

Market:

General CRM

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via Go Integrator Webex:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Pop contact in edit mode:

Automatic call activity logging:

Manual call activity logging:

Additional features:

Integration with Notes:

Add contact:

Live Mode:

Cached Mode:

Notes / Advisories

  • This integration uses REST API, supported in Salesforce Professional (lightning mode only), Enterprise, and Unlimited Editions
  • Salesforce 'Console' and 'Omni Channel' not supported. 
  • Service Cloud - Integration is available with the tables i.e. contacts, accounts and leads only.  Note, integration does not connect to the fields / tabs of ‘cases’ and ‘solutions’.  
  • Works in Salesforce Sales Cloud, Service Cloud and Financial Services Cloud.

Add-in supports the use of Salesforce custom URLs for Accounts, Contacts, and Leads, if required.

Other Information

Operating System:

Windows

Installation Options:

Optional.

Product:

Go Integrator for Webex Calling v4

References

  1. Watch Integration Video
  2. Salesforce (Manufacturer Website)