Sharpen’s Salesforce integration gives your front-line customer service teams a streamlined, Single- Customer View experience, through real-time synchronized data and omni-channel tools embedded in the Salesforce Console and Lightning interfaces.
This integration is “out of the box”—meaning you simply have to point the two applications toward each other. You’ll just need your Salesforce Username, Password , and Security Token.
The integration will have the same access and editing abilities as the username you enter. Therefore, we recommend this be a Salesforce Administrator.
To begin, navigate to the Sharpen Store in the upper-left menu. Then, select the Apps tile.
Select the Salesforce Integration tile and click the Configure and Install button for either the production or sandbox version of the package.
This will launch the integrations page to enter your Username , Password , and Security Token .
...
Note: 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.
Once the information is verified, you’ll need to install the Sharpen CTI Package for your specified users.
...
After the setup is complete, you should see the Success banner.
...
Note: If you receive an error when connecting a Sharpen sandbox to a SFDC sandbox (and you’re sure your credentials are correct), make sure there is at least 1 contact added within your SFDC sandbox.
Related articles
Page Properties
| hidden | true |
|---|