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Salesforce

The PureConnect for Salesforce integration is a version of the CIC client with an abbreviated feature set. PureConnect for Salesforce provides advanced CIC call controls inside the third-party customer relationship management (CRM) system Salesforce. It offers many features including basic call log support, call controls, click-to-dial, screen pop, and more. There is nothing to install on each user’s computer and nothing to maintain or backup on your own servers.

Get Started

Browser requirements

PureConnect for Salesforce overview

 

Release Notes

Release Notes Web app

PureConnect for Salesforce Release Notes

 

Salesforce Documentation

PureConnect for Salesforce help

PureConnect for Salesforce Administrator's Guide

Salesforce Object Routing Connector help

Administrator

Administrator Requirements

Set up the Salesforce Object Routing Connector

FAQs

Troubleshooting

Download PureConnect for Salesforce from AppExchange

Configure Interaction Dialer to work with Salesforce

Configure Salesforce as an identity provider for SSO

Agent Features

Call controls in PureConnect for Salesforce

Callbacks in PureConnect for Salesforce

Email-to-case in PureConnect for Salesforce

Chats in PureConnect for Salesforce

Statuses in PureConnect for Salesforce

Developer Resources

Salesforce Extension Pack for Visual Studio

Force.com IDE plugin download (older)

 

Additional Resources

PureConnect Community

Support Self-Help for Salesforce  

KB articles in My Support for PureConnect for Salesforce  

Salesforce Integrations Comparison Matrix