Integration to Salesforce

Communication Panel can be embedded in to Salesforce

The embedded solution in the Salesforce application provides following features:

• Incoming conversation, customer identification by:

  1. Telephone number

  2. Email address

  3. Name

  If there is no contact in Salesforce for the incoming call, an agent is offered a form to create a new contact if the setting is enabled in Salesforce.

  Note that if the customer is not authenticated and can freely enter an email address for themselves in the chat, the address should not be trusted.

• Click-to-call functionality for an outbound call

• All the standard functionalities provided by Communication Panel as a standalone application are also available.