CRM Integration
Salesforce Lightning CRM Integ...
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
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