Før du følger konfigurationstrinnene, skal du først gå til udgiv noter og downloade den seneste version af Webex App Salesforce Package.

Krav

Salesforce-Virksomhedsudgave

Denne integration kræver et minimum af Salesforce-Virksomhedsudgave. Se Salesforce-udgivelser for yderligere oplysninger.

Mit domæne i Salesforce org

Du skal installere Mit domæne i din organisation, hvis du vil bruge Lightning-komponenter. Se dokumentationen til Mit domænes salesforce for yderligere oplysninger.

Brugeradgang i Control Hub

Du skal konfigurere brugeradgang til integrationer i din organisation.

• Without Pro Pack—When you have the basic Control Hub, you can choose to allow or deny access to all integrations for all of your users.

• With Pro Pack—With Pro Pack, you have advanced functionality to manage access to integrations for users.

Se Konfigurer brugeradgang til integrationer for yderligere oplysninger.

Calling

• Webex-opkald er fuldt understøttet for indgående og udgående opkald til opkaldskontrol i Salesforce.

• Opkald i Webex (Unified CM) er delvist understøttet. Kun udgående opkald åbner et pop op-vindue, der logger ind på Salesforce. For indgående ringer Webex-appen, men Salesforce kan ikke opsnappe opkaldet, så pop op-appen, der logges op, vises ikke.

If you're working with Webex for Salesforce version 1.18 or earlier, before you can work with Webex Calling within Salesforce, you'll need to configure a Salesforce authorization. Follow the sections in this article to get up and running.

These procedures apply to customers using version 1.18 and earlier of the Webex Salesforce integration. See the updated instructions for versions 1.19 and later: Configure a Salesforce authorization (1.19 and later) in the Install and administer tab

1. Create a Connected App

To create a new Connected App:

1. In Setup, search for App Manager and then choose New Connected App.

   

2. Enter a Connected App Name, for example, MyExampleApp.
3. Enter a Contact Email address.
4. Check Enable OAuth Settings.
5. Specify a placeholder Callback URL (we’ll update this later), for example, https://localhost/placeholder.

   

6. Scroll down and choose the following OAuth Scopes:
   • Full access (full)
   • Perform requests at any time (refresh_token, offline_access)

   

   The Perform requests at any time scope allows Named Credentials to refresh your access token when a session expires.

7. Scroll to the bottom of the page and click Save and then click Continue.
8. In the next page, scroll to API (Enable OAuth Settings) and click Manage Consumer Details.

   

   You may need to reauthenticate with Salesforce.

9. Make a note of the Consumer Key and the Consumer Secret.

   

2. Create an Auth Provider

Next you'll need to create an authentication provider, which facilitates the authentication with your Salesforce organization.

To create an auth provider:

1. In Setup, search for Auth and select Auth. Providers. Klik på Ny.

   

2. Select Salesforce as the Provider Type.
3. Enter a name for the Auth provider, for example, ApexMDTAPI.
4. Paste in the Consumer Key and Consumer Secret you saved when configuring your Connected app.
5. Enter the following scopes in Default Scopes, full refresh_token offline_access.
6. Leave everything else blank and click Save.

   

7. Copy the Callback URL from the Salesforce Configuration section.

   

8. Edit your Connected App and replace the placeholder URL with the Callback URL you copied from the Salesforce Configuration above.

   

9. Save your Connected App.

   You may need to wait up to 10 minutes to allow the settings to take effect and propagate throughout Salesforce’s infrastructure.

3. Create a named credential

You'll then need to create a named credential.

To create a named credential:

1. In Setup, search for Named and select Named Credentials. Click New Legacy.

   

2. Enter the following value for Label, ApexMDTAPI.
3. For the URL, enter your organization’s instance URL, for example, https://na1.salesforce.com, or, if you are using My Domain, your fully qualified My Domain domain name, for example, https://mycompany.my.salesforce.com.
4. For Identity Type, choose Named Principal.
5. For Authentication Protocol choose OAuth 2.0.
6. For Authentication Provider, choose the auth provider you created earlier.
7. For Scope, enter, full refresh_token offline_access.
8. Enable Start Authentication Flow on Save.

   

9. In Callout Options, enable Allow Merge Fields in HTTP Body and then click Save.

   

10. You’ll be prompted to login to your organization. After you login, you’ll see an Allow Access dialog. Click Allow.
11. You’ll then be redirected the Named Credential Screen and the Authenticated Status will indicate Authenticated as your-email@domain.com.

4. Create your site in the Webex Admin Screen

Finally, continue to the next topic in the Calling tab, Create site for calling, below.

Please follow the naming conventions above during site configuration.

For Webex for Salesforce integrations version 1.19 and later, follow the instructions in this article to remove any existing Webex Connected App for authorizations, named credentials, and auth providers, and then create a new Webex Connected App for Salesforce authorization.

These procedures apply to customers using version 1.19 and later of the Webex Salesforce integration. For instructions for versions 1.18 and earlier, see Configure a Salesforce authorization (1.18 and later) in the Install and administer tab

Remove any existing Webex Connected apps, named credentials, and auth providers

If you have previously created a Webex Connected App authorizations, named credential, or auth provider, you’ll need to remove them before continuing. Otherwise, continue to Create a new Webex Connected App below.

Remove your existing Webex Connected app:

1. In the upper right corner of your Salesforce landing page, select the gear icon and choose Setup.
2. In the Quick Find text box enter App Manager and select it from the list.
3. Scroll to your Webex Connected App in the list, click the down arrow icon at the right of the entry and choose View.
4. Select Delete and then select Delete again when asked to confirm.

Remove any existing Webex Named Credentials:

1. In the Quick Find text box enter Named Credentials and select it from the list.
2. 2. Click the down arrow at the right of the Webex named credentials entry and choose Delete.
3. 3. Choose Delete again when asked to confirm.

Remove any existing Webex Auth Providers:

1. In the Quick Find text box enter Auth. Providers and select it from the list.
2. Select the Del link at the beginning of the Webex auth provider entry.
3. Select OK when asked to confirm.

Continue to the next section to create a new Webex Connected App for Salesforce authorization.

Create a new Webex Connected App for Salesforce authorization

To create a new Webex Connected App for Salesforce authorization:

1. In the upper right corner of your Salesforce landing page, select the gear icon and choose Setup.
2. Retrieve your domain URL: in Quick Find, search for and select Domains, and save the URL from My Domain.

1. In the Quick Find text box enter App Manager and select it from the list.
2. Enter a Connected App Name, for example, Webex Salesforce Authorization.
3. Enter an email address for Contact Email.
4. Check Enable OAuth Settings.
5. Enter two callback URLs using the URL you retrieved earlier, one per line, and adding /apex/ webexsfdcauth and /apex/ cisco_webex__webexsfdcauth as suffixes. For eksempel:

   https://my-company.my.salesforce.com/apex/webexsfdcauth

   https://my-company.my.salesforce.com/apex/cisco_webex__webexsfdcauth

6. Choose the following scopes from the Available OAuth Scopes list in Selected OAuth Scopes:
   • Full access (full)
   • Perform requests at any time (refresh_token, offline_access)
7. Uncheck Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows.
8. Save the Connected App and make a note of the generated Consumer Key and Consumer Secret for later use.

Når en ny pakke er tilgængelig, skal du følge trinnene i Installer Webex-appen i Salesforce. Du behøver ikke først at afinstallere den gamle version, og du mister ikke dine konfigurerede indstillinger.

Se oplysninger om de nye installationspakker, og hvor du kan downloade dem, i Webex Salesforce-integrationen udgiv noter.

To enable or disable call history:

1. Gå til Webex-administration.
2. Scroll down to Webex Call History.
3. Switch the toggle to the desired setting, either enabled or disabled.

   When enabled, Call History is available to all users and profiles.

For CUCM and Broadworks users, the following functionality is unsupported:

• Receiving inbound calls in the Salesforce global dialer (Webex App will still receive inbound calls)
• Viewing call durations in the Salesforce call log window after successfully placing an outbound call
• Ending calls via the button in the Salesforce call log window after successfully placing an outbound call
• Automatically populating call durations in the Salesforce call log window after ending an outbound call

For all Salesforce integrations, note the following limitation:

• Salesforce enforces an event count limitation (25,000) which may cause integrations to fail under heavy usage. Salesforce packages are available to increase that limit. Se flere oplysninger under https://developer.salesforce.com/docs/atlas.en-us.platform_events.meta/platform_events/platform_event_limits.htm.

Ved hjælp af panelet til import af webinarer i Webex-webinarer kan autoriserede Salesforce-brugere importere besøgende, registranter og mødedeltagere direkte i Salesforce-objekter såsom kundeemner og kontakter.

Brugergrænsefladen til konfiguration af importer webinarer er tilgængelig fra siden Webex Admin :

Når webinarimport er aktiveret, kan autoriserede brugere importere webex-webinardata ved hjælp af Webex-webinars-widgetten :

Tildel webex webinar-tilladelser til Salesforce-brugere

Før dine brugere kan få adgang til webex webinar-importfunktionen, skal du tildele administratorrettigheder til Webex-import til hver.

Sådan tildeles tilladelser til en bruger:

1. Naviger for at integrere Salesforce med Webex-appen.
2. Vælg fanen Administrer nederst i artiklen, og udvid derefter Giv adgang:

   

3. Følg vejledningerne for at tilføje tilladelse til at importere Webex-administrator til dine Salesforce-brugerkonti.

Konfigurer visningen af Webex-webinarens tidsinterval

Sådan konfigureres tidsintervallet for viste Webex-webinarer:

1. Klik på knappen Salesforce Apps, indtast Webex i søgefeltet, og vælg derefter Webex-administration:

   

2. Find panelet Webex-webinarer , og indtast antallet af dage, hvor du vil vise tidligere og kommende webinarer på startsiden Webex-webinarer:

   

Fortsæt med at konfigurere importfelttilknytninger til Webex-webinarer.

Konfigurer importfelttilknytninger til Webex-webinar

Ved hjælp af importindstillingerne for Webex-webinar kan du definere tilknytninger mellem felterne Salesforce-objekter og Webinar-objekter. For eksempel kan du knytte for- og efternavne på et Salesforce-kontaktobjekt til parallelfeltnavnene for webinar-besøgende, registranter og mødedeltagere: firstName and lastName.

Sådan konfigurerer du importindstillinger for Webex-webinar:

1. På siden Webex-administration skal du rulle ned til panelet Importer webinardata :

   

2. Vælg et Salesforce-objekt fra rullemenuen Objekt:

   

   For the Object, you can choose from the following standard Salesforce objects in addition to any available configured Custom objects:

   • Kontakter
   • Leads

   Choose the Insert New Records for every Webinar toggle if you want all imported Webinar participants to be created as new object records, unless they have already been imported for the same Webinar (based on the selected primary key). Existing records will not be updated, even if the primary key matches, unless they are imported for the same Webex Webinar.

   For those standard objects, you can choose to link them to your Salesforce campaigns as:

   • Campaign Members: Imported Leads and Contacts are available in a target Salesforce Campaign's Campaign Members section, which is a standard Salesforce feature. (Available in version 1.16 and later)
   • Webex Webinar Campaign Members: Imported Leads and Contacts are available in a target Salesforce Campaign's Webex Webinar Campaign Members section, which is a custom Webex feature.
   • Both Campaign Members and Webex Webinar Campaign Members: Imported Leads and Contacts are available in both locations within a Salesforce Campaign. (Available in version 1.16 and later)

   Any other Custom object you choose from the list will be imported into the target Salesforce Campaign's Webex Webinar Campaign Members section.

3. I brugergrænsefladen for valg af primær nøgle skal du vælge et unikt felt som en primær nøgle og bruge højre pil til at flytte den til den valgte liste:

   

   For the Primary key, choose an available field that will be unique to each record. Du kan for eksempel have mange kontakter med mærket fornavn, men hver kontakt vil have en unik e-mailadresse.

4. I grænsefladen for datafelttilknytning skal du vælge et felt fra det Salesforce-objekt, du har valgt, og knytte det til et tilsvarende felt for webinarobjektet. Brug knappen + Nyt felt til at tilføje yderligere felter efter behov.

   All Salesforce object fields must be mapped to corresponding webinar fields as shown above.

   Only standard questions from Webex webinar registration forms can be mapped to Salesforce fields. Custom Webex webinar questions are not supported.

5. Du kan fjerne felter, du har tilføjet ved hjælp af ikonet Papirkurv, i nærheden af feltet til højre.
6. Klik på Gem , når du er færdig, og når du har bekræftet din primære nøgle, skal du klikke på Gem i bekræftelsesdialogen:

   

   Tilknytningerne vises i det opdaterede panel:

   

   Du kan slette objekttilknytninger ved hjælp af papirkurvikonet, som viser en yderligere bekræftelsesdialog eller modificere eksisterende tilknytninger ved hjælp af blyantikonet.

   Du kan altid vende tilbage her og ændre den primære nøgle, men dette vil ikke opdatere den primære nøgle for poster, der allerede er importeret i systemet. Som et resultat kan dette føre til duplikater, så modificer primære nøgler med det samme.

Når du har konfigureret webinarens felttilknytninger, skal du vælge, hvem der har adgang til webinarens dataimportfunktion.

Aktiver webinardataimport for dine Salesforce-brugere

Med webinarens felttilknytninger oprettet kan du derefter vælge, hvem der har adgang til webinar-dataimportfunktionen. Valgmulighederne omfatter global adgang for brugerkonto med de korrekte tilladelser, individuelle brugerkonti og brugere, der er medlemmer af bestemte Salesforce-profiler.

Aktiver webinar-dataimport for alle brugere

For at aktivere webinardataimport for alle i din Salesforce-organisation skal du slå Aktivér webinarimport for alle profiler/brugere til aktiveret :

Aktiver webinardataimport for udvalgte brugere eller profiler

Du kan aktivere import af webinardata for udvalgte individuelle brugere eller for specifikke sæt af brugere, der matcher et bestemt Salesforce-brugerprofil.

Sådan aktiveres webinar-dataimport for udvalgte brugere eller profiler:

1. Sørg for, at aktivering af webinarimport for alle profiler/brugere er deaktiveret :

   

2. Fra rullemenuen Aktiver webinarimport kun for disse profiler/brugere skal du vælge enten Profil eller Bruger:

   

   • For at tilføje en profil skal du vælgeProfil og klikke i søgetekstfeltet og vælge en Salesforce-rolle fra rullegardinmenu. Klik på Tilføj for at tilføje rollen:

     

   • For at tilføje en individuel bruger skal du vælge Bruger og indtaste et brugernavn i tekstfeltet. Klik på Tilføj for at tilføje brugeren:

     

   For at slette en bruger eller profil skal du klikke på ikonet Papirkurv kan ved siden af posten.