Integrate Yeastar P-Series PBX System with Salesforce CRM

This topic describes how to integrate Yeastar P-Series PBX System with Salesforce CRM.

Prerequisites

Procedure

Step 1. Get PBX authentication information

  1. Log in to PBX web portal, go to Integrations > CRM.
  2. Click Salesforce.

  3. In the Network section, select the desired Homepage URL and note down the Authorized Redirect URI as you will use it later on Salesforce CRM.

Step 2. Create and configure an application on Salesforce CRM

  1. Log in to Salesforce CRM.
  2. On the top-right corner of the Salesforce page, click , then click Setup to enter the Setup Home page.

  3. On the left navigation bar, go to PLATFORM TOOLS > Apps > App Manager.
  4. On the top-right corner of the App Manager page, click New External Client App to create a new application for integration.
    1. In the Basic Information section, enter the required information, then complete the rest as needed.

      • External Client App Name: Enter a name to help you identify the application.
        Note: The API Name is synchronized with the application name automatically.
      • Contact Email: Enter a contact email address.
      • Distribution State: Retain the default setting.
    2. In the API (Enable OAuth Settings) section, select the checkbox of Enable OAuth, and complete the API configuration.

      Setting Description
      App Settings section
      Callback URL Paste the authorized redirect URI obtained from the PBX web portal.
      OAuth Scopes select the following permission options from Available OAuth Scopes box to Selected OAuth Scopes box.
      • Full access (full)
      • Manage user data via APIs (api)
      • Manage user data via Web browsers (web)
      • Access unique user identifiers (openid)
      • Access the identity URL service (id, profile, email, address, phone)
      • Perform requests at any time (refresh_token, offline_access)
      Security section
      Require Proof Key for Code Exchange (PKCE) extension for Supported Authorization Flows Unselect the checkbox of this setting.
    3. At the bottom of the page, click Save.

      The webpage indicates that the application has been successfully created.

  5. Modify the application's access permissions.

    By default, the permission of newly created applications are set to All users can self-authorize, granting access to all associated Salesforce users in the organization. If the current settings displayed in the application list differ from this, do as follows to modify the permission.

    1. Go to Apps > External Client App > External Client App Manager, click beside the new application, then click Edit Policies.

    2. Scroll down to the OAuth Policies, select All users may self-authorize from the drop-down list of Permitted Users.

    3. Click Save.
  6. Obtain the Authorization information of Salesforce CRM as you will use it later on PBX.
    1. Go to Apps > External Client App > External Client App Manager, click beside the new application, then click Edit Settings.

    2. In the OAuth Settings section, obtain the API Authorization information.
      1. Click Consumer Key and Secret.

        A verification code is sent to your mailbox.

      2. Enter the verification code, then click Verify.

      3. In the Consumer Details section, note down the Consumer Key and Consumer Secret.

Step 3. Make Authorization Request to Salesforce CRM

  1. Log in to PBX web portal, go to Integrations > CRM.
  2. Click Salesforce.
  3. In the Authorization section, enter the API authorization information.

  4. Click Save.

    A new browser page will be launched to request for Salesforce CRM data access permission.

  5. Click Allow to allow the PBX to access data in your CRM account.

    You are redirected to the PBX configuration page, a pop-up window displays the authentication result.

  6. Click OK to confirm.

    The Status field displays Connected, indicating that the Salesforce CRM integration is successfully set up.

Step 4. Associate Salesforce CRM users with PBX extensions

  1. On the CRM integration page, click beside the Salesforce User to synchronize the latest list of Salesforce CRM users.

  2. Associate the Salesforce users with PBX extensions.
    Associate automatically
    If users bind the same email address to their Salesforce accounts and PBX extensions, you can implement automatic association of their Salesforce accounts and PBX extensions as follows:

    1. Click the Associate Automatically button.
    2. On the pop-up window, click OK.
    Associate manually
    If the user binds different email addresses to their Salesforce account and PBX extension, you need to manually associate the user's Salesforce user account and PBX extension.

    1. In the Extension / Extension Group field beside the Salesforce user, click .
    2. In the pop-up window, select the desired user's extension(s).
    3. Click Confirm.
  3. Click Save.

Result

  • The integration of Yeastar P-Series PBX System and Salesforce CRM is set up.
  • Salesforce users can make or receive calls with their PBX extensions.

What to do next