How to enable the Salesforce integration for an agent

How to enable the Salesforce integration for an agent

For individual agents, you can enable the Salesforce panel in the agent workspace to be able to look up customer information in the organization's Salesforce account.

Note: This feature is only available for Bold360 Plus subscribers and Bold360 AI platform accounts.
  1. Create or edit an agent, as follows:
    1. In the Web Admin Center, go to Organization > Agents.
    2. On the Agent Management page, select an existing agent or click Create New.

    Result: The New/Edit Agent page is displayed.

  2. On the Advanced Settings tab, select a Designated Salesforce Connector.
  3. Save your changes.

For information on how to set up the Salesforce connector, see Integrate Salesforce into Bold360.