Open the file in text editor and replace reqAdapterUrl property value (app.five9.com/clients/integrations/sf.main.html) with Service Provider initiated URL link from Five9 VCC Administrator > Configure > Single Sign-On -> Service Provider Initiated URL (Five9 Plus Adapter for Salesforce) > Copy to Clipboard.
Full Answer
What is the Five9 list sync plus?
The Five9 List Sync Plus is an additional package from Five9. The package is like the Salesforce Campaigns. It allows a user to add records to or remove records from the Five9 list that is hosted on the Five9 side. Five9 Salesforce Integration also allows users to better control their records.
How does Five9 work with Salesforce?
Five9 has a proven track record working directly with Salesforce to provide effortless, intelligent, enterprise-class contact experience in the CRM environment. Five9 seamlessly integrates with Salesforce to enable agents to log in directly to their native CRM environment to handle all customer inquiries.
What is the Five9 CTI adapter for Salesforce?
The Five9 CTI Adapter is a tool used in call centers that use Salesforce CRM. It works with both incoming and outgoing calls. Our Peeklogic Salesforce team configured the Five9 Salesforce integration. This made the Client’s user interface more comfortable and efficient.
What is the best CRM augmentation tool for Salesforce?
Five9 is a great CRM augmentation tool for Salesforce as it captures customer calls and provides agents with profiles, sentiments, persona and next best action features that make them more effective at their jobs.
What is Five9 integration?
Our Peeklogic Salesforce Consulting team implemented a Five9 Salesforce integration. We also developed an automation to align with the Client’s business flows. We developed this automation with the help of Salesforce Apex, as well as Salesforce configuration capabilities.
Does Peeklogic have a soft phone?
The Client requested that Peeklogic integrate a soft phone with their Salesforce environment. Essentially, our Salesforce team’s instructions were to make the Client’s customer care department more efficient and cost effective.
Supported Features
The Okta/Five9 Plus Adapter for Salesforce SAML integration currently supports the following features:
Configuration Steps
Make a copy of the following Sign On URL value, you will need it several times during the configuration steps:
What is Five9 CRM?
Five9 is a great CRM augmentation tool for Salesforce as it captures customer calls and provides agents with profiles, sentiments, persona and next best action features that make them more effective at their jobs. But many orgs aren’t using Five9 to its full potential, and that means sub-optimized use of the tool, ...
Is Five9 good for CRM?
But many orgs aren’t using Five9 to its full potential, and that means sub-optimized use of the tool, lost productivity and missed opportunities to build a stickier relationship with the customer. With some simple customization, Five9 can become a much more valuable tool for managing your contact center and Salesforce as a CRM.
Can Five9 record a call?
The answer is YES, but it takes a little work to make that happen. Here’s the rub. Five9 doesn’ t attach the call recording to the task object record directly, so there is no way we will get the recording to the Salesforce task object record detail page by default.
Does Five9 have SFTP?
Five9 has a feature that allows us to sync all the call recordings to the Linux server, which will act as a SFTP server. The custom AURA component or Visualforce page will also use the Linux server to fetch the recording through an API call to the server.