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PureConnect for Salesforce key features

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The PureConnect for Salesforce integration is a version of the CIC client with an abbreviated feature set. PureConnect for Salesforce runs inside the Salesforce customer relationship management (CRM) system. There is nothing to install on each user’s computer and nothing to maintain or back up on your own servers.

PureConnect for Salesforce provides advanced call controls inside the third-party customer relationship management (CRM) system Salesforce®. PureConnect for Salesforce offers many features including basic call log support, call controls, click-to-dial, screen pop, and more.

Release Documents and Feature Information

Supported interaction types

PureConnect for Salesforce currently supports calls, callbacks, web chats, generic objects, ACD-routed email, and email-to-case interactions. For more functionality, run the CIC client alongside Salesforce.

Customer Interaction Center (CIC)

PureConnect for Salesforce works with an on-premises CIC server and with PureConnect Cloud.

Note: CIC supports several interaction management client applications. This documentation uses the term “CIC client” to refer to these applications, which include Interaction Connect and Interaction Desktop. For more information about CIC clients, see the CIC Client Comparison in the PureConnect Documentation Library.

Salesforce Object Routing Server

The Salesforce Object Routing Server integrates Salesforce with Customer Interaction Center (CIC). The Salesforce Object Routing Server (SORS) is an application developed using Node.js. It communicates with Salesforce using Bayeux protocol and long polling. It replaces the Salesforce Object Routing Connector and eliminates the need for the PureCloud Bridge Server.

Notice: Genesys will not support the PureCloud Bridge Server after January 1, 2021. Customers using the PureCloud Bridge Server with the Salesforce Object Routing Connector should install the new Salesforce Object Routing Server. To use the SORS, customers must be on CIC 2018 R4 or a later release.

The Salesforce Object Routing Server automates the process of routing various CRM (customer relationship management) objects (cases) from your CRM to CIC’s ACD engine. The CIC engine intelligently queues these objects based on predetermined criteria. For example, the Salesforce Object Routing Server directs email messages addressed to Support or Sales to the appropriate support or sales queue based on workgroup skills or utilization. For more information see the Salesforce Object Routing Server documentation.

Language support

The integration currently supports the following languages:

  • English United States (en-US)

  • Japanese (ja)

  • Spanish (es)

  • French (fr)

The integration determines the language preferences based on the logged on agent’s Language setting, set in Salesforce under My Settings > Personal > Language & Time Zone. If a regional preference is not available, the integration falls back to the generic language. If the generic language is not available, it falls back to “en_us” (US English).

The integration determines date and time format based on the browser settings on the computer.