Salesforce
Add Salesforce as a data source to XPhone Connect Directory.
1. Basic settings
First, configure the Basic settings.
2. Proxy settings
In this step, you can make the proxy settings for the web service.
- Using proxy
Select the web proxy here, which is to be used for accessing the web service. If no proxy is necessary, it must not be stated.
- Path & Port
Enter the address and the port of the proxy server here. Default port: 8080
Login - integrated Windows authentication
- or login with access data
If it is not possible to use the integrated Windows authentication, activate the Access data and enter Domain, User and the Password.
3. Web service
- Username
Enter the user name.
- Password
Enter the password.
- Security token
The token is provided by Salesforce and will be emailed to you.
Hint
Please note the upper and lower case!
- Connection test
Run the Connection Test to verify the entries.
4. Entities
Define in which entities (companies, contacts, leads) XPhone Connect Directory searches for contacts.
5. Index schedule
Configure the Index schedule.
6. Data access
Configure the Data access.
7. Telephone number conversion
Configure the Telephone number conversion.
8. Authorisation
Configure the Authorisation.
9. Priority
Configure the Priority.
10. Approximation search
Configure the Approximation search.
11. Overview
Finish configuration of the data source with Overview.
Others
Hint
If customer-specific data fields have been added to the Salesforce schema using Salesforce objects, these can also be included in the mapping of the data source.
Suggestions for improvement welcome