Can I read Velaro-Salesforce Integration Guide on EtoBox?
Velaro-Salesforce Integration Guide by Rahul khobragade is a document available to read on EtoBox.
What is Velaro-Salesforce Integration Guide about?
This document provides instructions for integrating the Velaro chat application with Salesforce.com. It outlines 9 steps for setting up the integration: 1) Enable CRM integration in Velaro settings, 2) Select Salesforce.com as the CRM provider, 3) Select Salesforce.com in the CRM systems menu, 4) Clone predefined Salesforce.com fields, 5) Map custom fields by name, 6) Find Salesforce field names in Setup, 7) Create custom Velaro fields with Salesforce API names, 8) Add agent login information in Velaro, 9)
- Author
- Rahul khobragade
- Language
- EN