Updating a Salesforce record
If enabled for your account, you can use a Data Connector applet to update a Salesforce record. The Data Connector updates the record when Vonage Contact Center routes an interaction through the applet. For information about the Data Connector applet, see Data Connector applet.
You can also use the Data Connector applet to create a new Salesforce record. For information about using the Data Connector applet to create a Salesforce record, see Creating a Salesforce record.
To configure a Data Connector applet to update a Salesforce record, perform the following steps:
Create a Data Connector applet. For information about creating an applet, see Creating an applet. A new Data Connector applet appears.
In Interface in the Interface section, click Salesforce. The Action section appears.
Optionally select the applet that Vonage Contact Center routes the call to if the interface fails in the Interface Failure list.
In the Action list, click Update Salesforce Record. The Update Salesforce Record section appears.
Provide the following information in the fields in the Update Salesforce Record section:
Click Remove to remove any fields you no longer want to update.
In the Successful Action list, click the applet that Vonage Contact Center routes the call to next.
To save your changes, click Update.
You can also use a Data Connector applet to retrieve data from Salesforce. For information about retrieving data from Salesforce using a Data Connector applet, see Retrieving data from Salesforce.
For general assistance, please contact Customer Support.
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