PureConnect for 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. There is nothing to install on each user’s computer.

• Features
• Call log support
• Single sign-on SSO

Supported interaction types

PureConnect for Salesforce currently supports calls, callbacks, web chats, generic objects, and ACD-routed email and Salesforce email-to-case interactions. Other interaction types show up on the list of interactions but cannot be controlled from PureConnect for Salesforce. For fuller functionality, run the CIC client alongside Salesforce.

• Interaction controls
• Callbacks
• Email
• Email-to-case
• Chats

Get started

To use PureConnect for Salesforce, obtain credentials from your administrator, check the browser requirements, and log in.

• Requirements
• Language support
• Log in

Revised November 08, 2023