Salesforce CRM Integration configurations at Ameyo End
4 min
This document serves as a guide to carry out the Salesforce CRM integration configurations at Ameyo's end.
Ameyo Database Configuration
- Configure System and Server Preference Tables:
- Connect to your Ameyo PostgreSQL database.
- Execute the following INSERT queries to configure the integration settings. Replace placeholders like <contact_centre_id> and domain names with your specific values.
- INSERT INTO system_configuration_parameter (name, type, value, default_value) VALUES ('start.Properties.flagged-x-frame-options', 'String', "<Protocol>://<Application Domain Name>:<PORT Number>;<Salesforce Domain Name_URL>"', 'ALLOW');
- INSERT INTO server_preference_store (context_type, context_id, key, value) VALUES ('contactCenter', <contact_centre_id>, 'webaccessCRMType', 'SALESFORCE LIGHTNING');
- INSERT INTO server_preference_store (context_type, context_id, key, value) VALUES ('contactCenter', <contact_centre_id>, 'commontoolbarflag', 'ameyo-crm-sf');
- INSERT INTO server_preference_store (context_type, context_id, key, value) VALUES ('contactCenter', <contact_centre_id>, 'webaccessCRMDomain', '<Salesforce Domain Name_URL>');
- Configure Integration Profile Settings:
- Execute the INSERT query for the integration_profile_settings table. This query defines detailed behaviors like searchable objects and field mappings.
- Configure SSO in Ameyo:
- Execute the INSERT queries for the SSO configuration tables, using the Consumer Key and Secret you obtained from the Salesforce Connected App.
Finalize and Launch
- Restart the Ameyo Server:
- Restart the Ameyo application server using the following commands:
- ameyoctl service appserver stop
- ameyoctl service appserver start
- Log In and Access the Toolbar:
- Log in to your Salesforce account.
- Click the App Launcher icon in the top-left corner.
- Click View All and select AmeyoApp Lightning from the list.
- In the AmeyoApp Lightning interface, click the Phone icon at the bottom-left of the screen to open the Ameyo toolbar.
- Log in with your Ameyo credentials (if SSO is not active) and select a campaign to begin working.
Have a question?
Our knowledgeable support team and an awesome community will get you an answer in a flash.
To ask a question or participate in discussions, you'll need to authenticate first.