How do I integrate SuperReceptionist with Salesforce Desk?

How do I integrate SuperReceptionist with Salesforce Desk?


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 Desk to capture leads along with phone numbers directly in your Salesforce account.


SuperReceptionist connector in Salesforce Desk allows you to:


  • Track incoming calls from customers

  • Create tickets with phone numbers

  • Merge phone numbers with existing customer details

  • Direct incoming calls from customer to respective Salesforce Desk owners

  • Make outbound calls using Click-to-Call feature

  • Track outbound calls


Prerequisites:


  • You must be a User of your Salesforce Desk account

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

  • Your Salesforce Desk plan must support telephony integration

  • You are using Knowlarity’s SuperReceptionist 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 Desk

  • Navigate to Settings

  • Select Integration

  • Click on ‘Enable Now’ below Salesforce Desk



  • The following window will appear; you have to fill the appropriate information and click on ‘Enable’

  • Select the SuperReceptionist number from the popup menu



  • This information is available in your Salesforce Desk account

  • To create a Salesforce Desk account, visit http://www.desk.com

  • Login to the Desk account

  • Click on ‘Settings’

  • Select ‘Admin’



  • Click on ‘Settings’

  • Select API and add API application




  • Ensure you fill up all the fields as given

  • Click on ‘Add’ button


  • You will receive a secret key and Customers URL

  • To access the token, click on ‘Your Access Token’


  • You just copy and paste this information on corresponding fields on SR.


  • Fill up all the required fields

  • Click on ‘Enable’



  • Select ‘Configure’ below Salesforce Desk to configure successfully



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