About External Contacts
External Contacts is a comprehensive repository of data about your external organizations and contacts. You can see a streamlined view of all contact and organization data. You can also start a call, send an email, or visit a contact’s website directly from a contact’s record. And with custom fields you can personalize your contacts and organizations.
Learn about External Contacts
Learn how you can take advantage of and expand your repository of customer data. Familiarize yourself with key terminology.
Interact with your contacts
During an interaction, an agent can review a contact’s interaction history to provide better customer service.
Business users and agents can call or transfer calls to external contacts.
Manage your contacts
Add your contacts to PureCloud and manage information about them.
Manage notes for a contact
Notes help you track details about contacts.
Manage your organizations
Add your organizations to PureCloud and manage information about them.
Manage relationships for an organization
Relationships capture the personal connections between members of your company and people at an external organization.
Manage notes for an organization
Notes help you track details about organizations.
Customize contacts and organizations with custom fields
Custom fields for external organizations and contacts gives you the ability to create the fields to help you provide a personalized experience.
Sync your Salesforce data
Configure an integration to sync changes automatically to Salesforce contacts, accounts, notes, and relationships with their corresponding records in PureCloud.
- About the Salesforce External Contact Sync integration
- Set up a Salesforce External Contact Sync integration
- Set up a triggered update
- Deactivate a Salesforce External Contact Sync integration
- Reactivate a Salesforce External Contact Sync integration
- Delete a Salesforce External Contact Sync integration
- Salesforce field mappings
Perform a bulk import of contacts and organizations from a CSV file
To simplify the process of importing contacts and organizations, you can import them from a source CSV file.