Salesforce CRM Integration Guide

Yeastar P-Series PBX System supports to integrate with Salesforce CRM, which allows your Salesforce CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series PBX System. This topic describes the requirements, key features, and terminologies related with the integration.


Salesforce CRM
The integration with Salesforce CRM is supported on the following plans:
  • Enterprise Edition
  • Unlimited Edition
  • Developer Edition
  • Performance Edition
PBX server
  • Plan: Enterprise Plan (EP) or Ultimate Plan (UP)
  • Firmware: or later

Key features

The integration of Yeastar P-Series PBX System and Salesforce CRM provides the following key features:
Click to Call
Users can launch calls by a single click on the detected numbers from Salesforce CRM via Yeastar Linkus Web Client.
Note: This feature requires users to install 'Yeastar Linkus for Google' Chrome extension and set up Linkus Web Client to work with the Chrome extension.
Call Popup
Automatically bring up the contact's profile on the web browser when users (with their Linkus Web Client or Linkus Desktop Client logged in) receive / answer an inbound call from a CRM contact, or finish a call with a CRM contact.
Call Journal
All the call activities get logged automatically to Salesforce CRM when a user ends calls with CRM contacts.
Contact Synchronization
Synchronize CRM contacts to an associated PBX phonebook when receiving inbound calls from Salesforce CRM contacts.
Automatic Contact or Lead Creation
A new contact or lead will automatically be created in CRM for unknown inbound calls or outbound calls.


The following table lists the terminologies of the Salesforce CRM integration.
Table 1.
Term Description
System Administrator The system administrator can access all the data and manage all the users in Salesforce CRM.
User The corporate staff who can only access specific data based on assigned permissions (roles).
PBX Extension The extension number for each staff. The staffs can register the extension on a phone or on Linkus clients, and use the extension to make and receive calls.
Lead A new individual or business entity that has entered your database. A raw prospect that you haven't sold in the past, with which salespeople can follow up to search for new sales opportunities.
Contact The Contact is an individual whose contact information is in your database and has been qualified. They could be a part of a business or organization you are attempting to sell to, they could also be a referral partner or even someone you know personally.
Account The business entity or organization with which you have business dealings. You may have multiple contacts stored in the same account.