Integration with Salesforce: Use cases

When integrating Salesforce with Nubitalk, the agent has access to the OneAgent console in the Salesforce page. 

When entering the application's URL or after logging out, the agent is directed to the login screen. This screen has the following fields: Username, Password and Extension. The username and password fields are mandatory; the extension is optional. If the extension is not specified, then the agent's default extension, if configured, will be used.

SF_log.png

Once the agent is logged in, the sidebar will display all the information and necessary commands:

SF_logged.png

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