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3cx integration with salesforce

Discussion in 'Windows' started by dean.cachia, Jan 22, 2015.

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  1. dean.cachia

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    Hello,

    We have Salesforce enterprise edition and I have been trying to get 3cx integration up and running but seem to have hit a wall.

    We have updated our client 3CX phone app to 12.5 and I've installed the plugin using the steps showed on the 3cx guide:

    http://www.3cx.com/docs/salesforce-crm-integration/

    No custom fields have been created in salesforce and also inbound calls to 3cx do not launch a browser/contact look up as expected.

    I'm running Windows 8.1 on the test machine.

    Anyone run into these problems?

    Cheers in advance!
     
  2. dean.cachia

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    Update on this. My salesforce security token was incorrect. I corrected this and tested an inbound call and a new contact screen came up. The custom fields have also been created in salesforce and are working to dial via 3cx.

    However, 3cx is now not logging the new contact/look up contact page on inbound calls. I have tested on three pc's and they all have this issue.
     
  3. dean.cachia

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    Ok, further digging around and I have identified a log file for the 3cx plugin. It looks like 3cx is querying salesforce and failing due to a invalid field but I have checked and the field does exist:

    22/01/2015 09:41:35 - Call connected - callType='Inbound' - callId='99'.
    22/01/2015 09:41:36 - Error: System.Web.Services.Protocols.SoapException: INVALID_FIELD:
    select Id, AssistantPhone, Fax, HomePhone,
    ^
    ERROR at Row:1:Column:12
    No such column 'AssistantPhone' on entity 'Contact'. If you are attempting to use a custom field, be sure to append the '__c' after the custom field name. Please reference your WSDL or the describe call for the appropriate names.
    at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall)
    at System.Web.Services.Protocols.SoapHttpClientProtocol.InvokeAsyncCallback(IAsyncResult result)
    22/01/2015 09:41:36 - Error: System.Web.Services.Protocols.SoapException: INVALID_FIELD:
    select Id, AssistantPhone, Fax, HomePhone,
    ^
    ERROR at Row:1:Column:12
    No such column 'AssistantPhone' on entity 'Contact'. If you are attempting to use a custom field, be sure to append the '__c' after the custom field name. Please reference your WSDL or the describe call for the appropriate names.
    at System.Web.Services.Protocols.SoapHttpClientProtocol.ReadResponse(SoapClientMessage message, WebResponse response, Stream responseStream, Boolean asyncCall)
    at System.Web.Services.Protocols.SoapHttpClientProtocol.InvokeAsyncCallback(IAsyncResult result)
    22/01/2015 09:41:36 - An error occurred processing a call connected event: Contact item not found in Salesforce.com
     
  4. dean.cachia

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    Problem solved.

    In salesforce the "assistantphone" field needed to be set to visible for all relevant users under the field security settings. Had to do the same for the "homephone" field.
     
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