Set up the integration

When upgrading from Salesforce Desktop or Salesforce Web, you follow many of the same steps as required in a first time setup for PureConnect for Salesforce.

• Install the managed package, configure the call center settings, and assign users to a call center in Salesforce. See First-time setup.

• Set up single sign-on (SSO) in CIC. See the Identity Providers Technical Reference in the PureConnect Documentation Library.

  Note to Internet Explorer users: Add a custom reverse proxy route. Internet Explorer does not currently support SSO with PureConnect Cloud. In addition, you can only use CIC or Windows authentication as the identity provider with this configuration. For more information, see Single Sign On  support in Internet Explorer.

• Administrators must enable SSL between the web proxy and PureConnect for Salesforce. See CIC Web Applications Installation and Configuration Guide, in the PureConnect Documentation Library, for details.