After setting up Bold360 Conversation Integration, the connection between Salesforce and Bold360 must be enabled.
- In the Web Admin Center, go to .
- Select the domain that you want to use to connect to your Salesforce account:
- If your organization registered a custom domain with Salesforce, such as yourdomain.my.salesforce.com, then select Use a custom domain and define that domain in the field below.
- Otherwise, select Connect via salesforce.com
- Click Set up integration.
Result: You are redirected to Salesforce.
- On the Allow Access page in Salesforce click Allow.
Result:
Note: You cannot change the list of required permissions. You are redirected to Bold360.
- Optional: Select the Trigger Filters that you want to apply to block certain agents from using the Salesforce integration.