All content on these pages are related to the latest supported release of the UC Plus client.
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Salesforce

Integration Type

Client Add-in

Add-in Classification

Standard

Product / License Type

Fusion

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Salesforce

Application:

Salesforce

Version:

Using SOAP API

Market:

General CRM

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via UC Plus:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features:

Integration with Notes:

Related data:


Additional features

Add-in supports the use of Salesforce custom URLs for Accounts, Contacts, and Leads, if required.

Notes / Advisories

  • This integration uses SOAP API, supported in Salesforce Professional (lightning mode only), Enterprise, and Unlimited Editions
  • Salesforce 'Console' and 'Omni Channel' not supported. 
  • Service Cloud - Integration is available with the tables i.e. contacts, accounts and leads only.  Note, integration does not connect to the fields / tabs of ‘cases’ and ‘solutions’.  
  • Works in Salesforce Sales Cloud, Service Cloud and Financial Services Cloud.

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Optional.

Product:

UC+

References

  1. Watch Integration Video
  2. Salesforce (Manufacturer Website)