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Paul TolentinoPaul Tolentino 

How can I pair my Cloud PBX to Salesforce

How can I pair my Cloud PBX to Salesforce?
Best Answer chosen by Paul Tolentino
pallavi patil 24pallavi patil 24

follow the process below to pair Cloud PBX to Salesforce

  • Login to your Salesforce account 
  • Click on “Gear icon” >  “Setup.”
  • On the sidebar, under the section PLATFORM TOOLS, select “Apps > App Manager.”
  • Click “New Connected App” button on the top right of the webpage.
  • Enter an App name, example CXPBX, a contact email and press save.
  • Scroll down to API (Enable OAuth Settings) and enable the checkbox “Enable OAuth Settings”.
  • Set Callback URL field to “https://localhost/callback” and give permissions as per image. The permissions are:

                 Access and manage your data (API).
                 Access your basic information.
                 Access to your unique identifier (opened).
                 Full Access.
                 Perform requests on your behalf at any time.
                 Provide access to your data via the Web.

  • Click “Apps > App manager > Find your app” from the list and click “View”.
  • In the API section Copy “Consumer key” and “Consumer secret” - we will need to add these later inside 3CX CRM Server side integration section.
  • Click on “Manage” at the top and “Edit Policies.”
  • Go to the OAuth policies section and set Permitted users to “All users may self-authorize”. Press Save.
  • Click on your profile image on the top right corner > Settings.
  • On the side menu select “Reset My Security Token.”
    Regards : salesforce training in pune (https://www.sevenmentor.com/salesforce-training-in-pune.php)

All Answers

AbhishekAbhishek (Salesforce Developers) 
Hi,

You will need to leverage the CTI Toolkit or OpenCTI - most people go with a partner to do this (something from app exchange), but it is possible to build something yourself.

CTI Toolkit: http://wiki.developerforce.com/page/CTI_Toolkit

Open CTI: http://blogs.salesforce.com/company/2012/08/open-cti-moving-cti-integrations-to-the-cloud.html

I hope you find the above information is helpful. If it does, please mark as Best Answer to help others too.

Thanks.
pallavi patil 24pallavi patil 24

follow the process below to pair Cloud PBX to Salesforce

  • Login to your Salesforce account 
  • Click on “Gear icon” >  “Setup.”
  • On the sidebar, under the section PLATFORM TOOLS, select “Apps > App Manager.”
  • Click “New Connected App” button on the top right of the webpage.
  • Enter an App name, example CXPBX, a contact email and press save.
  • Scroll down to API (Enable OAuth Settings) and enable the checkbox “Enable OAuth Settings”.
  • Set Callback URL field to “https://localhost/callback” and give permissions as per image. The permissions are:

                 Access and manage your data (API).
                 Access your basic information.
                 Access to your unique identifier (opened).
                 Full Access.
                 Perform requests on your behalf at any time.
                 Provide access to your data via the Web.

  • Click “Apps > App manager > Find your app” from the list and click “View”.
  • In the API section Copy “Consumer key” and “Consumer secret” - we will need to add these later inside 3CX CRM Server side integration section.
  • Click on “Manage” at the top and “Edit Policies.”
  • Go to the OAuth policies section and set Permitted users to “All users may self-authorize”. Press Save.
  • Click on your profile image on the top right corner > Settings.
  • On the side menu select “Reset My Security Token.”
    Regards : salesforce training in pune (https://www.sevenmentor.com/salesforce-training-in-pune.php)
This was selected as the best answer
Paul TolentinoPaul Tolentino
Thanks guys