- 31 Oct 2023
- 1 Minute to read
- Updated on 31 Oct 2023
- 1 Minute to read
You can get Salesforce information directly on incoming calls in both in our Communicator and in Microsoft Teams with our Infinity Teams App. You can also load the customer in Salesforce to access history and more.
In Microsoft Teams with Infinity Teams App
You will get contact information from salesforce directly in your Infinity Teams App in Microsoft Teams and it will open contact cards in salesforce system without you having to search for the number yourself. You get contact information and be able to open information from the CRM button in your Infinity Teams App.
Configuring Infinity Teams App
Choose Salesforce in Infinity Teams App settings, check boxes for what you like to be automated and click Save.
Copy the 8-digit code shown in the pop up window and click Sign in to Salesforce.
Paste code in your window and click Connect.
If you have not signed into salesforce you will be prompted to do so. Check access list and Allow access for Infracom Communicator Connector.
Now your all set.
In the Communicator
When you recieve or make calls from/to a number associated to a Contact or Lead in your Salesforce, it will show in the Communicator.
To open the Contact in Salesforce, press the "Salesforce" text.
Configuring the Communicator
Integrations are found in the left menu, and press the toggle button to activate Salesforce Integration.
Your browser will now open showing a message telling you to Connect. Just simply press the Connect button.
Then you'll be redirected to the Salesforce Login Page. Please Login and you're all set.
Now you're connected to Salesforce and can start working even more effective.
Setting up how the integration should work
You can make the Communicator open the Salesforce contact automatically when answering a call, or making an outbound call etc. You reach the settings by pressing Salesforce in the integration menu.