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

  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 Callback URL 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 Connected App to create a new application for integration.
    1. In the Basic Information section, complete the following settings.
      1. 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.

      2. In the Contact Email field, enter a contact email address.
      3. Fill in other information as needed.
    2. Scroll down to API (Enable OAuth Settings) section to complete the API configuration.

      1. Select the checkbox beside the Enable OAuth Settings.
      2. In the Callback URL field, paste the Callback URL obtained from the PBX web portal.
      3. 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)
      4. Unselect the option of Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows.
    3. 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.

    4. Click Continue.
  5. Grant the application access permission for all Salesforce users related to this Salesforce organization.
    1. Go to PLATFORM TOOLS > Apps > App Manager, click beside the new connected application, then click Manage.

    2. In the detail information page of the application, click Edit Policies.

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

    4. Click Save.

      All Salesforce users related to this Salesforce organization can use the application.

  6. Obtain the Authorization information of Salesforce CRM as you will use it later on PBX.
    1. Go to PLATFORM TOOLS > Apps > App Manager, click beside the new connected application, then click View.

    2. Scroll down to API (Enable OAuth Settings) section, obtain the API Authorization information.
      1. In the Consumer Key and Secret field, click Manage Consumer Details.

        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.

    If the authorization succeeds, the web page will display Authorization succeeded!.

    On 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 Cloud Edition and Salesforce CRM is set up.
  • Salesforce users can make or receive calls with their PBX extensions.

What to do next