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GrandstreamNetworks,Inc.
UCM6xxxIPPBXSeries
SalesforceCRMIntegrationGuide
TableofContent
INTRODUCTION3
UCM6XXXCONFIGURATION4
AdminConfiguration4
UserConfiguration5
SALESFORCECONFIGURATION6
TableofFigures
Figure1:SalesforceSettings4
Figure2:CRMUserSettings6
Figure3:AppLauncher7
Figure4:CreateNewReport7
Figure5:TaskandEventReport8
Figure6:ReportPreview9
Figure7:SaveReport10
Figure8:CallLogReport10
TableofTables
Table1:SalesforceSettings5
Table2:CRMusersettings6
Page|2
SalesforceCRMIntegrationGuide
INTRODUCTION
Customerrelationshipmanagement(CRM)isasetofpractices,strategiesandtechnologiesthatcompanies
usetomanageandanalyzecustomerinteractionsanddatathroughoutthecustomerlifecycle,withthegoal
ofimprovingbusinessrelationshipswithcustomers.
TheUCM6XXXseriessupporttwoCRMAPI,SugarCRMandSalesforceCRM,allowinguserstogetfull
informationabouttheircontacts,customersandleads,andsavecallinformationdetailstospecifictable
historyforfurtherusage.
Thisguidecontainsastep-by-stepconfigurationneededtosetupSalesforceCRMwiththeUCM6XXX.
Page|3
SalesforceCRMIntegrationGuide
UCM6XXXCONFIGURATION
TheUCM6XXXseriesallowthefollowingfeaturesusingSalesforceCRM:
•Querying
•Updating
•AddingCDRrecordsthroughSalesforceAPIs(SOAPorREST)
Twostep
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