Training videos

Note: This article applies to PureCloud for Salesforce.

The following videos can help you understand features and functionality in PureCloud for Salesforce.

Note: Views of Salesforce and PureCloud for Salesforce in the videos could appear different from current versions of the applications.

  • Call logging

    This video shows where administrators can map interaction attributes to Salesforce activity records and where these interaction attributes appear in Salesforce. For more information, see Synchronize interaction attributes with Salesforce activity records.

  • Screen pop

    This video demonstrates a screen pop for a chat interaction, how the developer tool was used to execute the screen pop, and how to use Architect to screen pop for call interactions. The video also shows softphone layout settings in Salesforce that control how screen pops occur. For more information, see Screen pop in PureCloud for Salesforce.

  • Workspace transfer

    This video shows where administrators set the workspace transfer option and walks through what a workspace transfer looks like to agents sending and receiving a transfer. For more information, see Workspace transfers.

For more information about the integration, see About PureCloud for Salesforce.