CRM Integration / Contacts "Match exactly"

[Lynceus]

Hello,
I am currently working on the 3CX / Salesforce integration. I am stuck at 3CX CRM Server Side Configuration.

Indeed, I have to do this manipulation. The problem is that I don't have "Contacts" in my Management Console. Not in Advanced, not anywhere else.

⚠ Important: In 3CX Management Console, open "Advanced" > "Contacts" > "Options", set the matching strategy to "Match exactly" and click "OK" to save.

Do you know what I missed? Or where I can find it?

Thanks for your help

 

[TD Rigus]

Version - Standard Pro Enterprise?

 

[Lynceus]

Hello, I have a "Professional Annual" licence. Can't find any other information in the interface

 

[TD Rigus]

Users ->User>Rights->System Management - check all

 

[Lynceus]

Users ->User>Rights->System Management - check all

Thank you
Do you know why I can't access to this part? I connected to the Management Console using the web authentication password.

 

[TD Rigus]

connect - admin 3cx login password
Security ->Admin Credentials (login password)
https://amionrails.wordpress.com/2019/01/10/how-to-recover-password-from-3cx-ip-pbx-phone-system/

 

[Evolute IT]

If you're not the main admin, or have the necessary rights, it won't show up.

 

[Lynceus]

Hello,
I now have the necessary right. But "Contact" is still missing in "Advanced".
Do you have any idea?
Thank you for your help

 

[Evolute IT]

Try enabling "Can Manage Company Phonebook" under the Rights tab.

 

[Lynceus]

This is now done but Contacts is still missing...

 

[Lynceus]

Try enabling "Can Manage Company Phonebook" under the Rights tab.

Hello, I finally managed to check the field 'match exactly' and to finish the integration.
I am now here and I'm trying to test the connection between 3CX and Salesforce but I have this error message...
May I ask you to help please?
Thank you

 

[edossantos]

Hello, I finally managed to check the field 'match exactly' and to finish the integration.
I am now here and I'm trying to test the connection between 3CX and Salesforce but I have this error message...
May I ask you to help please?
Thank you

View attachment 27519

View attachment 27518

You need to make those fields visible in Salesforce settings. In order to do this change:
- Go to “Setup Home > Objects and Fields > Object Manager > Contact > Fields.”
- Click on the field that you want to make visible, for example “AssistantPhone”.
- Press the “View Field Accessibility” button on the upper right side of the screen.
- Click on the “Hidden” label on the right of “Standard User”.
- Under the “Field-Level Security” check the “Visible” option.
- Repeat the procedure for any other missing field.

 

[Lynceus]

You need to make those fields visible in Salesforce settings. In order to do this change:
- Go to “Setup Home > Objects and Fields > Object Manager > Contact > Fields.”
- Click on the field that you want to make visible, for example “AssistantPhone”.
- Press the “View Field Accessibility” button on the upper right side of the screen.
- Click on the “Hidden” label on the right of “Standard User”.
- Under the “Field-Level Security” check the “Visible” option.
- Repeat the procedure for any other missing field.

Thank you, this is done. Actually all the needed fields where already visible.

We tried to log a call via 3CX but this is not field into Salesforce.

Here are the parameters in 3CX.


Here are the tests:
1. My sales called using 022 format
2. Client called and we got the +41 format


But nothing in Salesforce...

Can you advise here please?
Thank you for your help

 

[ddovale]

Hello,

Have you find an issue? I have the same problem.

Best regards
Thank you for your help