Set up a Salesforce External Contact Sync integration


Prerequisites

  1. Click Admin.
  2. Under Integrations, click Integrations.
  3. Click Integrations.
  4. In the Search box, search for the Salesforce External Contact Sync integration tile. When it appears, click Install.
  5. (Optional) Modify the name that PureCloud provides. This name must be unique.
  6. Click the Configuration tab.
  7. Click Credentials.
  8. Click Configure.
  9. In the Username box, type your Salesforce user name.
  10. In the Password box, type your Salesforce password.
  11. In the Security Token box, type your Salesforce security token.
  12. From the Login URL list, select the endpoint for the source Salesforce data.

Notes:
  • For an integration that connects to a production environment, select https://login.salesforce.com.
  • For an integration that connects to a test environment, select https://test.salesforce.com.
  • The PureCloud API endpoint limits the login address to these URLs, which Salesforce establishes.
  1. Click OK. If you entered everything correctly, a conformation appears.
  2. Click Save.
  3. To activate your new integration, set the Status switch to Active.
  4. Click Yes.
  5. To set up triggered sync updates, copy the Webhookurl to your clipboard. Then, in Salesforce, paste the webhook in your Salesforce integration configuration.