integration crm salesforce

  1. CRM integration functions properly, but the contact number is not found. Review the log for details or attempt a different number.

    Having a bit of a bumpy ride with the Salesforce v2 integration. After having having resolved issues with 0auth and Lead object the next obstacle is this. The authentication works and the object view permissions are set correctly (as far as I know), the connectivity test from 3cx side says...
    • MartinAndel
    • Thread
    • crm salesforce integration crm salesforce salesforcev2
    • Replies: 9
    • Forum: Salesforce

  2. Salesforce integration setup, test is not finding objects and call journaling not functioning

    I have setup the integration with Salesforce following this manual https://www.3cx.com/docs/salesforce-crm-integration/ and looked at other posts on this forum to find a solution but I'm getting nowhere. I was able to succesfully set the Key and Secret and Authorize, receiving a token. Then...
    • SidneyL
    • Thread
    • integration crm salesforce
    • Replies: 15
    • Forum: Salesforce

  3. Can we Modify the Call Recordings Names stored in 3CX?

    Currently, call recording is being stored in 3CX with some names. So we want to save call recording with some pattern like [PhoneNumber_TodayDate]. Can this be happened as we want to match the call recording name with salesforce lead phone and can store recording under that lead? Please let me...
    • nkumar_CX3
    • Thread
    • 3cx salesforce access call recordings integration crm salesforce salesforce salesforce call journaling salesforcev2
    • Replies: 3
    • Forum: Other

  4. 3CX not creating Contact in Salesforce

    Hello, We have integrated 3CX with salesforce as per the guide instructions. We first did it with the sandbox and it was working smoothly, it was creating Contacts if not found in Salesforce or Creating tasks if contact/Lead was found. We switched that from Sandbox to Production but now it is...
    • Maaz.Ahmed
    • Thread
    • 3cx salesforce contact lookup crm crm salesforce integration crm salesforce salesforce salesforcev2
    • Replies: 0
    • Forum: Salesforce

  5. When the Lead is deleted from the salesforce, I'm getting a window open in salesforce saying "Record not found".

    I have a two scenarios here, where I delete a Lead in the salesforce, now when the call came to the same number, there is page open in salesforce saying the "record not found" . but after that I delete the same record in the 3CX contacts, now there is nothing happening at the time of call...
    • nkumar_CX3
    • Thread
    • crm salesforce integration crm salesforce salesforce salesforce.com lightning salesforcev2
    • Replies: 5
    • Forum: Salesforce

  6. Call Receiver should be Lead Owner in Salesforce

    Hello All, I'm working on the lead assignment part in salesforce coming from the 3CX system. So, how would I make the lead owner to the person who receive the call in the 3CX system. how to get the user details who receives call in 3CX to salesforce?
    • nkumar_CX3
    • Thread
    • 3cx salesforce crm salesforce integration crm salesforce salesforce salesforcev2
    • Replies: 4
    • Forum: Salesforce

  7. Open lead page only for the agent who pick the call

    Hello all, As I'm new in 3CX to salesforce integration, my 3CX to saleforce connection works properly but I have a scenario where, there is a grooup and there are three members in the group. So, when a call redirect to the group, all three users will receive the call and the lead page will be...
    • nkumar_CX3
    • Thread
    • 3cx salesforce integration crm salesforce salesforce salesforce call journaling salesforcev2
    • Replies: 2
    • Forum: Other

  8. Call Recording to be shown in Salesforec

    Hello all, Is it possible or any way that we can store the call recording of 3CX in salesforce. I have connected connect 3CX to Salesforce as per the 3CX article but my other requirement is that, all call recoding of 3CX to be shown in salesforce. I tried to search it but could not find any...
    • nkumar_CX3
    • Thread
    • 3cx salesforce integration crm salesforce salesforce call journaling
    • Replies: 6
    • Forum: Other

  9. Solved CRM Salesforce - Call Journaling Disabled

    Hello, We had Call Journaling enabled for our CRM that was established by another admin, through salesforce. I've gone through the documentation and the settings look correct from both the Salesforce and 3CX admin portal. But for some reason I cant get the logs to appear on our CRM. Below is...
    • MrL
    • Thread
    • call journaling crm integration crm salesforce refresh token salesforce call journaling salesforcev2
    • Replies: 12
    • Forum: Salesforce

  10. Solved SalesforceV2 disappeared while testing the Journaling Functionality after successful Integration

    Hello, I was doing a couple of testing after integrating Salesforce with our 3CX Enterprise Edition. Level 1 Testing - Integrated Salesforce as provided in the self explanatory document, Template being SalesforceV2. The only customization in template was setting up the...
    • prashantcw
    • Thread
    • custom template integration crm salesforce salesforcev2
    • Replies: 4
    • Forum: Salesforce

  11. Salesforce Integration Testing

    Playing around with integration with salesforce, received this error when running a test. Server returned a non successful status code - HTTPStatusCode=BadRequest - Reason=Bad Request - Content=[{"message":"\nContact(Id,FirstName,LastName,AssistantPhone,Fax,HomePhone,MobilePhone\n ^\nERROR at...
    • Brian Fish
    • Thread
    • crm integration crm salesforce salesforce
    • Replies: 2
    • Forum: Salesforce

  12. Salesforce Integration

    Hi, i have a question for clarification by3CX and CRM Integration Salesforce. If I used the server side integration we have not all client integration (example open popup in salesforce for inbound call?). List functionalities missing? If i used the client side integration, i understand the...

  13. Salesforce Integration not showing up on client

    Hi I have two windows profiles on an auxiliary laptop each with a 3cx profile and the SFDC integration was just fine on one of the profiles. The other profile when logged into 3cx client does not show the integration module. It shows up on their main pc and is working fine, so wondering why...
    • rslattery
    • Thread
    • 3cx integration crm salesforce salesforce sfdc
    • Replies: 1
    • Forum: Salesforce

  14. Integration with Salesforce doesnt work on Server Side conf

    Hello everyone, We are using Client side Salesforce integration successfully on our company. But we would like to use server sided integration with Salesforce. We followed guide https://www.3cx.com/docs/salesforce-crm-integration/ but on Web interface on a client, when a call received nothing...
    • Mustafabozkurt
    • Thread
    • 3cx integration integration crm salesforce salesforce server side
    • Replies: 3
    • Forum: Salesforce
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