Salesforce Integration - User Guide

Discussion in '3CX Documentation' started by Katerina, Jan 26, 2017.

  1. katerinaK

    3CX Support

    Joined:
    Feb 24, 2016
    Messages:
    40
    Likes Received:
    0
  2. Mitch Hansen

    Joined:
    Mar 30, 2017
    Messages:
    2
    Likes Received:
    2
    Hello your salesforce integration install guide is not complete. There is no 3CX app in the app store for salesforce so there is no way to create the fields in the objects to use the integration?
     
    Herb Williams likes this.
  3. Mitch Hansen

    Joined:
    Mar 30, 2017
    Messages:
    2
    Likes Received:
    2
    This plug in does not exist and no app or fields were created
     

    Attached Files:

    Herb Williams likes this.
  4. aldin music

    Joined:
    Dec 11, 2017
    Messages:
    3
    Likes Received:
    0
    am having the same issue. i have followed the guide, and i was able to setup the server side configuration. When navigating to a contact and clicking a number i uses my 3cx client to dial and am able to establish communication, but i dont see any call activity logged under that contact. Unless there is something i missed.


    Any help would be appreciated.


    Thanks
     
  5. craigreilly

    craigreilly Well-Known Member

    Joined:
    Feb 1, 2012
    Messages:
    3,284
    Likes Received:
    246
    Salesforce Plugin is in the list of a fully patched 3cx installation.
    Screen Shot 2018-08-22 at 2.38.16 PM.png
     
    Stop hovering to collapse... Click to collapse... Hover to expand... Click to expand...
  6. aldin music

    Joined:
    Dec 11, 2017
    Messages:
    3
    Likes Received:
    0
    i guess am confused what to do next after you setup the server side configuration. I have done that part, but when making a call using click2call from salesforce am not seeing that particular contact have any call activity unless thats something i need to setup.


    Thanks
     
  7. aldin music

    Joined:
    Dec 11, 2017
    Messages:
    3
    Likes Received:
    0
    does the integration allow for salesforce to log automatically calls?