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Linking Vonage Contact Center to a Salesforce account

Linking Vonage Contact Center to a Salesforce account

Jul 29, 2024

The API user must have enough privileges to allow the automated actions. For information about permissions that the API user needs, see ContactWorld API user permissions.

You can connect an API user account to a maximum of five VCC accounts. If you have more than five accounts, you must create more than one Salesforce API user account.

You only need to perform this task once for your account. When you link VCC to a Salesforce account, VCC and Salesforce create unique keys to form the link. VCC does not store any Salesforce credentials.

How do I link VCC to a Salesforce account?

To link VCC to your Salesforce account, perform the following steps:

  1. Log in to VCC. For information about logging in to VCC, see Logging in to the Vonage Contact Center Admin Portal.

  2. Go to CRM Admin (within Business Apps), depending on which appears. If you cannot see either and think you should be able to, contact support. CRM Admin appears.

    The Salesforce account credentials area displays one of three statuses:

    • Unlinked. You have not linked VCC to a Salesforce account.

    • Linked. You have already linked Vonage Contact Center to a Salesforce account. You can relink Vonage Contact Center to a different Salesforce org or use a different API user. You do not need to relink.

    • Legacy. You have already linked your account to VCC using a legacy method. We recommend that you relink VCC using this new method.

  3. Click Link or Relink and, in the drop-down list that appears, click Production or Sandbox depending on whether you want to link to a production org or a sandbox org. A Salesforce login page opens in a new browser window.

  4. Log in to your Salesforce org as your API user. In the same browser window, a Salesforce Allow Access? page appears.

  5. Click Allow to enable VCC to access your Salesforce org using the API user's credentials. The Salesforce browser window closes.

  6. In VCC, the Salesforce page updates, and your Salesforce account credentials appear. Your status is Linked.

To unlink your account, click Unlink. A message appears to inform you that your Salesforce integration will no longer work. The CRM Admin page updates and the status of your Salesforce account credentials is Unlinked.

Support and documentation feedback

For general assistance, please contact Customer Support.

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