Integration › Contacts

Salesforce

In this chapter, you will learn how to add Salesforce as a data source to XPhone Connect Directory.

Configuration

• Open the configuration interface of the XPhone Connect Directory.

• Click on Add data source.

• Select the data source type Salesforce.

• Click on the Next button.

• Carry out the steps in the dialog:

1. 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. Configure the Index schedule.

6. Configure the Data access.

7. Configure the Phone number conversion.

8. Configure the Authorisations.

9. Configure the Priority.

10. Configure the Proximity search.

11. Complete the data source configuration with Overview.

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.