Click Setup in the upper right corner. Use the Search box to search for Installed Packages, and then click the Installed Packages link. Find the NICE inContact CXone Agent for Salesforce package and click Manage Licenses.
Full Answer
How to set up a Salesforce integration?
- On the Manage App page, click 'Edit Policies'
- Navigate to the 'IP Relaxation' dropdown menu
- Select 'Relax IP Restrictions'
- Then click 'Save' at the bottom of the page
- Now, back on the Connected Apps page, click the App name 'Blink'
- On the page that appears, your Consumer Key and Consumer Key will be shown
How do I integrate with Salesforce?
- xxxyyyzzzz (no punctuation) - this is the preferred entry since it's displayed in Salesforce formatted
- xxx-yyy-zzzz
- (xxx)yyy-zzzz
How to integrate Salesforce with constant contact?
- Constant Contact for Salesforce Integration Built to Solve Real Business Problems. Who’s tired of manually importing & exporting data? ...
- Overall Benefits. ...
- Technical & Support. ...
- Cost. ...
- Company Information
What is the best email integration with Salesforce?
What Is Salesforce Integration?
- Salesforce Integration Processes. ...
- App-based Salesforce Integration. ...
- Code-based Salesforce Integration. ...
- Different Ways To Integrate Salesforce. ...
- Business Logic Integration. ...
- User Interface Integration. ...
- Data Integration. ...
- Salesforce Integration Checklist
- Extensive Planning. ...
- Understanding Both The Applications. ...
What is Salesforce Integration?
Salesforce Integration is the process of bringing two or more systems together, which allows you to streamline separate processes.
What is an API?
API stands for Application Programming Interface. It is the means that allows two applications to talk to each other.
Types of Salesforce Integration Architectures
Each type of integration architecture offers both benefits and drawbacks worth noting. I will take you through the following three types:
Salesforce Integration Capabilities
As I write, I’m thinking: “ how can I talk about APIs and not make it boring? ” I’m going to keep this section short and ‘to the point’, but I hope it captures your interest and encourages you to learn more about APIs.
Salesforce Integration Patterns
Patterns are abstract – they are just conceptual. Based on your integration requirements, you can identify the pattern and each of them has a host of best practices to help you identify what is the optimal capability for you to use.
Fire and Forget
Salesforce invokes a remote system process but does not wait for completion. Instead, the remote system acknowledges the request and then hands off control back to Salesforce – hence firing, forgetting, and resuming activities.
Summary
As you can see, Salesforce Integration can be broken down into many parts. The first step is ensuring that you understand what integration is and why it’s important.
Introduction to Salesforce
For plenty of Entrepreneurs, Business Owners, and Corporations, Salesforce is the king of CRM. Salesforce is the most popular and robust Cloud-Based CRM software designed to support organizations in managing their Sales and Marketing data.
Introduction to Constant Contact
Constant Contact is an Email Marketing automation tool for small businesses and nonprofits. The company offers Page Promotions, Coupons, Deals, and Event Management. You can even create customized professional Email Newsletters in no time with its easy drag & drop feature.
Purpose of Constant Contact Salesforce Integration
Your company uses Salesforce to track leads, forecast, and manage accounts with authority. But, to effectively manage your Email Marketing Campaigns, it’s necessary to integrate your Salesforce with a third-party Email service provider. That’s where Constant Contact comes into the picture.
Process Compatibility
Constant Contact for Salesforce works seamlessly with Professional and Group editions. You should note that some configuration steps may vary depending on the version of Salesforce (Professional, Group, Enterprise, or Unlimited) that you are using.
Prerequisites
To set up a Constant Contact Salesforce integration, you’re expected to have:
Constant Contact Salesforce Integration
The combination of Constant Contact and Salesforce will help you zero in on your customers’ needs and wants. Integrating the two platforms lets you create personalized Email Marketing Campaigns and manage them efficiently.
Conclusion
As the companies are getting increasingly reliant on Cloud-Based CRMs like Salesforce, it has become essential to leverage third-party integrations to enhance productivity. Constant Contact Salesforce integration redefines the relationship between businesses and customers by developing a more meaningful connection between them.
What is Salesforce integration?
When we talk about integration, it means to create a connection between a specific Salesforce instance and another database or system. The connection could be inbound, outbound, or bi-directional, and you may be connecting to another database, another Salesforce instance, or another cloud-based data source.
Why is Salesforce so powerful?
Salesforce is a very powerful tool because it helps companies to create a 360-degree view of their customers and their business. Integrations with additional databases can bring even more value and information into your Salesforce environment.
What is Salesforce admin?
Salesforce Admins are at the heart of the user experience. You build pages, apps, data structures, automation, analytics, and more to bring your users the business processes and data they need to be successful. Integration design follows many of the same principles you have mastered as an admin: Discovery, Documentation, Innovation, and Collaboration. Take the first step by learning more about Salesforce integration solutions and how they can help you build immersive experiences for your users.
What is integration use case?
A very common integration use case is exposing data from an external system inside of your Salesforce environment. This approach can help establish Salesforce as the single source of truth for your company data.
What is Apex callout?
Apex: Apex Callouts enable you to integrate your Apex code with an external callout. This means you can fetch external data to display inside of Salesforce. Can be combined with Flow for powerful automation.
Can you centralize Salesforce?
You may want to centralize your user experience on Salesforce, but not import and manage that data inside of Salesforce. In this use case, your users can be informed and act on records from other systems, without the data management overhead of importing and managing potential data replication issues.
Install the Agent for Salesforce Package
Before you begin, Agent for Salesforce is supported by the following Salesforce editions:
Assign Users to Your License
Agent for Salesforce is a license-managed application. When you install a trial of the application, you have 50 licenses that expire after 30 days. Once you convert to a full, paid installation, CXone enters the number of licenses you purchased.
Enable Agent for Salesforce in Lightning Experience
You must add Agent for Salesforce to the utility bar for each Lightning Experience app you want your agents to be able to view the Salesforce Agent in.
Assign Users to the Call Center Configuration
After modifying the call center definition, you must assign users to the call center. You can do so by modifying the call center or individual users. To do this, you'll need to know your call center profile:
Configure Softphone Layout
The softphone A software program for making telephone calls over the Internet using a computer instead of a telephone. layout controls which action Agent for Salesforce takes when the console performs a query. You can perform default and custom queries.
Assign Profiles to the Softphone Layout
Use the Search box to search for SoftPhone Layouts, and then click SoftPhone Layouts.
Upgrade Agent for Salesforce
Upgrading does not interrupt any contacts in progress. Agents will see the new version when they refresh or navigate away from their current page.