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Access Control for Salesforce Integration

As a contact center administrator, you can now control agent access to Virtual Contact Center Integration with Salesforce. Access to the integration can now be controlled via Configuration Manager.

In Configuration Manager, you can grant access to Salesforce integration to a selective group of agents. While provisioning Virtual Contact Center, your sales agent assigns the desired number of users allowed to use Salesforce integration. To check the number of authorized Salesforce users, go to Home > Profile.

To grant access to Salesforce integration:

  1. From the Configuration Menu, open Integration.
  2. Go to the Screen Pop tab.

    Note: You must have enabled and configured Salesforce integration.

  3. Under Agents, select the Select and assign all agents check box.

    Note: The check box is disabled if the number of named users assigned to the tenant exceeds the provisioned Salesforce Users Limit.

  4. To select agents individually, click choose agents.
  5. Select the desired agents from the list of agents configured in the tenant.
  6. Click Assign.

    Note: If the number of selected agents exceeds the Salesforce user limit, you get an error message indicating the limit. You must readjust the selection accordingly.

  7. Save your settings.

 


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