When using Salesforce as the data source for OmniOut campaigns it’s necessary for the Sharpen Admin and the Salesforce Admin to work in unison. It’s suggested that this is done over a conference call if at all possible.
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Click on the Install link (not the blue Configure and Install” button) for the Salesforce managed package. Be sure to click on the link that matches the Salesforce instance type that you want to connect.
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Log in to your Salesforce instance when prompted. You’ll just need your Salesforce Username, Password, and Security Token.
Note: The integration will have the same access and editing abilities as the username you enter. Therefore, we recommend this be a Salesforce Administrator.
If you do not have the security token, you can reset it in Salesforce via Setup > My Personal Information > Reset My Security Token for the user linked to the integration.
On the SharpenCTI install page within Salesforce, select Install for All Users.
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Now that you’ve installed the Salesforce Package, you can set up the integration itself. Head back to the Salesforce Integration Page (Sharpen Store > Apps > Salesforce). Now you can click the Configure and Install Button.
In the “Name this Connection” field, it is recommended to name it Company Name SFDC Environment Type. For example Sharpen SFDC Sandbox or Sharpen SFDC Production.
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Scroll to the text box at the bottom of the screen and type in CampaignMember, Campaign then click the save button right below.
Note: CampaignMember, Campaign must be written verbatim. It may take a while to load after clicking the save button.
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Important: If the credentials are unable to be verified, please reach out to your Sharpen representative with your Salesforce URL, username, password, and security token. The Sharpen representative can work with our Care and Development teams to rectify the issue.
Important: If these credentials ever need to be updated. For example, migrating from a sandbox to a production instance. Please reach out to your Sharpen representative with your Salesforce URL, username, password, and security token. The Sharpen representative can work with our Care and Development teams to rectify the issue.
Setting up your “Call Center” in Salesforce
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