Your PBX must be set up for https before anything else. Salesforce requires use of an https address for callbacks.
You must setup the salesforce connected app prior to setting up the module
- See the instructions for Salesforce configuration
The system needs to use https but the system does not need to be exposed to external inbound traffic. The redirect happens in the browser so your computer simply needs the ability to reach the PBX
In the Admin UI click on the Settings menu and choose CRM Settings.
Assuming you have no other CRM configured you will see the following screen
For CRM Type choose Salesforce.
For PBX URL enter in the URL for your PBX. Note this must be a https address.
Click the Submit button.
On the reload you will get the Salesforce settings screen.
From the API setup above you should have copied down your key and secret for the app you created.
On the API Key field add the Key and in the API Secret field add the secret.
Next, click the Get Salesforce Token.
This will open a new browser (tab or window) and will direct you to a Salesforce login page. If a Salesforce login page does not appear, check your browser settings/plugins to ensure nothing is preventing the new page from loading. If necessary use another browser or use Incognito mode for this step.
Login to Salesforce and click Accept. Follow whatever instructions are presented in order to grant the PBX access to your Salesforce account.
You will then be brought back to your PBX and see the following
if your User Count is 0 and you have just configured the system , from the command line of the pbx, run the following:
You can choose to upload Recordings or Voicemails and associate them as attachments where appropriate then click Submit.
Some additional data is provided for debugging purposes. The Instance and User count are provided by the API.
It is unlikely that the instance will change, one indication of a connection issue would be the User count should increase as sales force users are added.
we are suggesting an API status indication which may be available some time in the future - this would warn any disruption in API connectivity