Integrate Yeastar P-Series Cloud Edition with Salesforce CRM
This topic describes how to integrate Yeastar P-Series Cloud Edition with Salesforce CRM.
Prerequisites
- Only a system administrator of a Salesforce CRM account can enable the Salesforce CRM integration.
Procedure
Step 1. Get PBX authentication information
- Log in to PBX web portal, go to .
- Click Salesforce.
- In the Network section, take note of the
Callback URL as you will use it later on
Salesforce CRM.Note: The Homepage URL displays the domain name of your PBX, which is used to compose the Callback URL.
Step 2. Create and configure an application on Salesforce CRM
- Log in to Salesforce CRM.
- On the top-right corner of the Salesforce page, click , then click Setup to enter the Setup Home page.
- On the left navigation bar, go to .
- On the top-right corner of the App Manager page, click
New Connected App to create a new application for
integration.
- In the Basic Information section, complete
the following settings.
- In the Connected App Name field,
enter a name to help you identify the application.
The API Name is synchronized with the application name automatically.
- In the Contact Email field, enter a contact email address.
- Fill in other information as needed.
- In the Connected App Name field,
enter a name to help you identify the application.
- Scroll down to API (Enable OAuth Settings)
section to complete the API
configuration.
- Select the checkbox beside the Enable OAuth Settings.
- In the Callback URL field, paste the Callback URL obtained from the PBX web portal.
- In the Selected OAuth Scopes section,
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)
- Unselect the option of Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows.
- Scroll down to the bottom of the page, click
Save.
The web page prompts that the change may take up to 10 minutes to take effect.
- Click Continue.
- In the Basic Information section, complete
the following settings.
- Grant the application access permission for all Salesforce users related to this
Salesforce organization.
- Go to Manage. , click beside the new connected application, then click
- In the detail information page of the application, click Edit Policies.
- Scroll down to the OAuth Policies, select All users may self-authorize from the drop-down list of Permitted Users.
- Click Save.
All Salesforce users related to this Salesforce organization can use the application.
- Obtain the Authorization information of Salesforce CRM as you will use it later
on PBX.
- Go to View. , click beside the new connected application, then click
- Scroll
down to API (Enable OAuth Settings) section,
obtain the API Authorization information.
- In the Consumer Key and Secret field,
click Manage Consumer Details.
A verification code is sent to your mailbox.
- Enter the verification code, then click Verify.
- In the Consumer Details section, note down the Consumer Key and Consumer Secret.
- In the Consumer Key and Secret field,
click Manage Consumer Details.
Step 3. Make Authorization Request to Salesforce CRM
- Log in to PBX web portal, go to .
- Click Salesforce.
- In the Authorization section, enter the API
authorization information.
- Consumer Key: Paste the Salesforce API Consumer Key.
- Consumer Secret: Paste the Salesforce API Consumer Secret.
- Click Save.
A new browser page will be launched to request for Salesforce CRM data access permission.
- Click Allow to allow the PBX to access data in your CRM account.
If the authorization succeeds, the web page will display Authorization succeeded!.
On the PBX configuration page, a pop-up window displays the authentication result. - 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
- On the CRM integration page, click beside the Salesforce User to synchronize the latest list of Salesforce CRM users.
- 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:
- Click the Associate Automatically button.
- On the pop-up window, click OK.
- Click Save.
- 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.
- In the Extension drop-down list beside the Salesforce user, select the desired user's extension.
- Click Save.
Result
- The integration of Yeastar P-Series Cloud Edition and Salesforce CRM is set up.
- Salesforce users can make or receive calls with their PBX extensions.