salesforce

  1. DidierBrunner

    Interactive Voice Response (IVR) Orchestrator

    We have developed a 3CX IVR monitoring application that captures the IVR path and writes it into a dedicated Salesforce field (not the default comment field used by 3CX). The solution consists of two components: A web configuration application An operational Chrome extension Identified...

  2. Call Journaling for Specific Users

    Can Call Journaling be enabled for a specific group of users. Currently we only have a small subset of users with access to salesforce who would need call journaling enabled. Since Call Journaling is enabled for all calls, every call coming in or out of the organization is triggering a task...
    • SSC_660
    • Thread
    • call journaling salesforce
    • Replies: 1
    • Forum: Salesforce

  3. Solved Salesforce Authorization Redirect Errror

    Hey, I'm having trouble getting Saleforce to authorize in 3CX. As per another forum post suggestion I came across, I've updated the template to include 'test.salesforce.com' in the template where it's referenced a few times, as the customers Salesforce is currently in sandbox...

  4. Screen Pop Not Working

    I have setup the integration properly and the calls are being logged on the Activity on the side of the contact record, but if someone calls in, I'd love if Salesforce popped up that record, is this possible?
    • andrewbishop
    • Thread
    • salesforce salesforce call journaling salesforce integration salesforce integration logging salesforce pop salesforce screen
    • Replies: 4
    • Forum: Salesforce

  5. Link calls to Salesforce with no 3CX Extension

    I am working with the Salesforce integration and it works properly. The issue is that sometimes, one of our heavy users makes and receives calls from the main number that doesn't have an extension. It is my understanding that the system uses the user's email and extension to credit the call in...

  6. Salesforce User License & Permissions

    Hi, I would like to know what are the permissions required from the integration user account in order for the integration to work properly. Does it need admin permission or it can do with less? Also, is anyone using the Salesforce Integration User license or a proper User license is required?

  7. Missed Calls not Logged & Voicemails Logged as Answered Calls

    Our instance is not logging missed calls. The resulting voicemails are logged as answered calls but with me as the task owner instead of the call recipient. I've included a screenshot of a timeline where one of our agents missed a series of calls from a customer and the correlating call log in 3CX.

  8. Salesforce and physical phones

    Hello, I'm wondering if we can use physical phones for the actual call alongside the webclient on the PC to make use of Salesforce CRN features like Click to Call, Call Journals and Call Pop-ups. Specifically when using the physical phone for the actual conversation, can we still use call...
    • ltri37
    • Thread
    • crm integration salesforce webclient yealink
    • Replies: 1
    • Forum: Salesforce

  9. Call pops on internal calls

    Hi, I tried searching through existing posts and I couldn't find anything so I'm sorry if this is answered elsewhere. I have a potential client that did a horrible job with their phone number formatting in Salesforce. They have about 8 different ways their phone numbers are loaded, and I've only...

  10. Salesforce Mobile integration

    Howdy, We've got our salesforce/3cx integration working without issues on our computers, but mobile is not working. Our sales team have 3cx on their phones, and salesforce app. When clicking on a number in salesforce, it uses the generic phone dialer and doesnt register the call against the...

  11. Salesforce Integration log call just with integration user

    Good morning, I have found a weird behavior of this integration. Every time that an agent log a call with the click2call inside salesforce, the call activity created has as Assigned to user the integration user (in my specific case mine). This is very bad for our business and I need to know if...
  12. leonardorebelo

    Salesforce - 3cx prefix

    Hi i have set up the Salesforce v2 - 3cx integration. Now i have the following issue: If a agent call with the 3cx to a number with the prefix (for example) +32 than the call is logged in Salesforce. But if the agent calls without the prefix 02xxxxxxx than the call is not logged. Is there a way...

  13. 3CX Salesforce CRM - call picked up on mobile

    Hey, sorry if this is an obvious question, but having read through all the forums I can't find the answer! We use 3CX as a "middle man" to forward calls to the right mobile number, rather than having the 3CX app on each device (long story!) However, when I connect salesforce to 3CX, it seems...

  14. 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

  15. 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

  16. 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

  17. 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

  18. 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

  19. Solved Salesforce Authorize Token fails with redirect_uri_mismatch

    We are on V18 with server onsite. Using Salesforce V2 template. Followed all documentation and settings per the online article to set this up. My 'Refresh Token:" is blank so when testing it get this error: Server returned a non successful status code - HTTPStatusCode=BadRequest - Reason=Bad...
    • mrmmd
    • Thread
    • refresh token salesforce token
    • Replies: 11
    • Forum: Salesforce
  20. paul_carass

    Dual Integrations - Salesforce

    Hi All, Unique situation. We have a client who has their 3CX integrated with their Salesforce Org. They have now expanded into a new market and have setup a 2nd Salesforce instance and want to know if they can integrate it to the same 3CX instance. I know that this is not currently possible, as...
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