Salesforce Integration Details

[chris 77]

Hello I have a few questions about the Salesforce integration (https://www.3cx.com/docs/salesforce-crm-integration/)

Does this work with Enterprise 16.0.6.655 3CX license?

On Salesforce side, does it work for Salesforce Platform license users or only Salesforce license users?

How much flexibility is there for screen pops? Is it only the Customer record (contact) or can it pop custom records as well?

For contact creation, is there any flexibility on this setting? Can it be turned off? Can other objects be created if needed?

 

[edossantos]

Does this work with Enterprise 16.0.6.655 3CX license?

Yes.

On Salesforce side, does it work for Salesforce Platform license users or only Salesforce license users?

Not sure to understand, but here you have the Salesforce editions that have the REST API enabled, which is what we need for the integration.

How much flexibility is there for screen pops? Is it only the Customer record (contact) or can it pop custom records as well?

The Web Client will popup the Contact, Lead or Account record that matches the caller's number. No custom entity is supported. For that you would need to edit the XML template we provide.

For contact creation, is there any flexibility on this setting? Can it be turned off? Can other objects be created if needed?

You can turn this off. Or you can enable it and configure the template to create Contacts or Leads. If you need to create something else, you would need to edit the XML template we provide.

 

[chris 77]

Thank you!!