Salesforce Integration Guide

How to sync a Salesforce and an iovox account

This guide takes you through the steps required to send call events into Salesforce. This can be done in 2 ways:

1. Integration via the iovox Enterprise Portal

Set up Salesforce from your iovox Enterprise portal account online.

2. Integration via the iovox JavaScript API

Set up Salesforce by adding JavaScript to pages.

1. Integration via the iovox Enterprise Portal

Account set-up Steps

Please follow the below workflow in order to create a new trackable item.

Creating the JS API Rule Template

1. From the top menu, select Management >Rules>.

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2. Select "New Template".

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3. Enter a name for the new rule template.

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4. Add the first rule by clicking the "Call" button.

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5. Change the Rule ID and Rule Result if desired, otherwise leave the defaults and then click the + symbol next to "Call Contact".

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6. From the "Select a contact" dialog, check the box labelled "Make this rule a variable" and then click "Finish".

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7. The contact dialog will close, and you can now click the "Save" button, notice that the "Call Contact" is now set to "?".

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8. Add a rule to continue the call flow when the call completes. While hovering over the "Call Rule" , click the "Add Rule Below" button.

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9. Select all outcomes and click the "Add" button.

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10. Add a rule to continue the call flow for the call outcomes. While hovering over the "Call Result Rule" , click the "Add Rule Below" button.

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11. Click the "Http Request" button to continue.

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12. This is where the Salesforce event injection details need to be setup, set the "Rule ID" and "Rule Result" . In the "Type" dropdown select "POST" and set the "Request URL" to "https://rest-store.iovox.com:4443/salesforce".

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13. For the event to be recorded in Salesforce there are certain required fields, these are listed in the table below, some of the values need to be set added using "Add a custom value..." , while other use internal fields.

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14. Enter the query parameters as shown below, the tid needs to be specified by the customer, DO NOT use the example value below. Then click the "Save" button.

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15. The last step is to click the "save" button to save the entire rule template.

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Once the Rule Template has been created, you will need to create Contacts, Nodes, Links and assign the Rule to the Links.

2. Integration via the iovox JavaScript API

1. Overview: How does it work?

The JavaScript allows a single page to display different numbers depending on the source which the user has reached the page.

When the page loads, you decide what to display on the page. For instance, a list of properties, a list of agents, and one agent.

When it is a list of properties, for example, you know which properties they want to display. The output of each property could be address, pictures of property, price, and agent.

2. Documentation

All our API documentation is kept securely online, to access it you will need a username/password.

https://docs.iovox.com/display/JA/v2

Enterprise, iovox, Web, Integrations

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