How do I integrate SuperReceptionist with Salesforce?

How do I integrate SuperReceptionist with Salesforce?




SuperReceptionist is a personal reception hosted virtually in a cloud telephony environment. If you are using SuperReceptionist for your business, you can integrate it with Salesforce to capture leads along with the phone numbers directly from your Salesforce account.


SuperReceptionist connector in Salesforce allows you to:


  • Track incoming calls from customers

  • Create tickets with phone numbers

  • Merge phone numbers with existing customer details

  • Direct incoming calls from customers to respective Salesforce owners

  • Make outbound calls using Click to Call feature

  • Track outbound calls.


NOTE: Current Salesforce Integration is available for Lead Management only.
We do not support Salesforce in Case Management & Account Management modes.

Prerequisites:

  • You must be an Admin User of your API enabled Salesforce account


    SalesForce Edition

    API

    Comments

    Developer Edition

    Enabled by default

    If disabled, then can be enabled by the admin of Salesforce account.

    Enterprise Edition

    Unlimited Edition

    Performance Edition

    Professional Edition

    Not Enabled

    Need to ask support to enabled it or purchase the feature

    Contact Edition

    API is not available.

    Group Edition


  • Your SuperReceptionist panel should be in Premium Plan to make use of SuperReceptionist integrations

  • Your Salesforce plan must support telephony integration

  • You should be using Knowlarity’s Super Receptionist service which is configured and active


Procedure:

1. Get your SuperReceptionist Virtual Number

  • Login to your SuperReceptionist account to get the Virtual Number

  • Your SuperReceptionist phone number is your Virtual Number


2. Enabling Salesforce

  • Navigate to Settings

  • Select Integration

  • Click on ‘Enable Now’ below Salesforce

  • Select ‘Salesforce’ to enable it



  • To create a developer account, click on https://developer.salesforce.com/signup

  • Fill up the required information in the title bar

  • Login to your Salesforce developer account

  • Go to SuperReceptionist account and select a SuperReceptionist number

  • Click on ‘Enable’



  • Your Salesforce configuration is completed




3. Install Knowlarity plugin to your Salesforce account

  • Go to Salesforce

  • Select ‘ENABLE NOW’

  • Click on the SuperReceptionist for SalesForce plugin link from Salesforce App Exchange

  • Select ‘Install for All Users’

  • Click on ‘Install’




  • Installation process will begin automatically

  • Click on ‘Done’ once the process completes



  • Go to your Salesforce account (The screenshots attached in this document taken from classic theme. Go to View-Profile > Switch to Salesforce Classic) 

  • Click on ‘Customize’ under Build on the left hand side of the screen

  • Select ‘Call Centers’ from the Call Center drop down menu



  • All call center details will be displayed

  • Click on ‘Edit’


  • Fill up the required information in the corresponding fields



4. Get Knowlarity’s API key

  • Go to ‘Settings’

  • Select ‘Call FLow’

  • Click on ‘Plan Settings’ and scroll down to find the API


  • Copy and paste the API Key in the corresponding field

  • Once the details are saved, it will automatically create your call center

  • Click on ‘Manage Call Center User’
  • Click on ‘Add More Users’


  • Select ‘Full Name’ and then ‘Contains’ from the drop down menu

  • Type ‘s’ on the text box

  • Click on ‘Find’



  • Select a row and click on ‘Add to Call Center’

  • Go to ‘Home’ on the top left hand side of the screen

  • A pop-up window will appear the same side



5. System Requirements
  • The following browsers are recommended: Chrome(recommended)and Firefox



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