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Specifying Target CRM Information

A campaign requires a call list for automated outbound dialing. To generate a call list, you must access and extract data from your Virtual Contact Center CRM, or the Salesforce CRM. To access data from your CRM, you must configure CRM information in the Outbound Setup > Properties tab. The Properties tab enables you to:

To extract data from your Virtual Contact Center CRM:

  1. Click Outbound Setup in the Configuration menu. The Properties Tab opens.

  2. Select Local from the Target Type. Target type specifies the CRM application that stores the data used for campaigns.

    Note: For Virtual Contact Center CRM, user name and password information are not required.

  3. Click Save.

To extract data from your Salesforce CRM account:

  1. Select Salesforce from the Target Type drop-down list.

  2. Enter your Salesforce CRM User Name and CRM Password to login to the account. For Salesforce, add security token to the password.
  3. Click Login Test to validate Salesforce account credentials. If the user name and password are correct, login test passes.
  4. Click Save.

 

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