https://wiki.vestednetworks.com/index.php?action=history&feed=atom&title=How_to_Setup_the_Salesforce_CRM_Integrator 2026-06-13T15:43:28Z Revision history for this page on the wiki MediaWiki 1.41.0 https://wiki.vestednetworks.com/index.php?title=How_to_Setup_the_Salesforce_CRM_Integrator&diff=1453&oldid=prev 2026-06-12T16:56:15Z

<p>Created page with &quot;&#039;&#039;&#039;Please Note&#039;&#039;&#039;: To setup the Integrator, you need an admin account setup in Salesforce and an Office Manager scope within the Nova Portal. &#039;&#039;&#039;User/Agent Identity:&#039;&#039;&#039; The Nova Portal uses email addresses through the integrator to Salesforce for identification. If there&#039;s no email address on the Nova Agent/User, the Salesforce administrator can add the user&#039;s extension number in Salesforce to be identified by the integrator. Go to Step 7 to see how to input the exte...&quot;</p> <p><b>New page</b></p><div>'''Please Note''': To setup the Integrator, you need an admin account setup in Salesforce and an Office Manager scope within the Nova Portal. <br /> <br /> '''User/Agent Identity:''' The Nova Portal uses email addresses through the integrator to Salesforce for identification.<br /> <br /> If there's no email address on the Nova Agent/User, the Salesforce administrator can add the user's extension number in Salesforce to be identified by the integrator.<br /> <br /> Go to Step 7 to see how to input the extension number in Salesforce.<br /> <br /> <br /> Setup Steps:<br /> <br /> # Login to the Nova Portal<br /> # Access the &quot;Integration&quot; Tab and Select the &quot;Enable&quot; Button within the Salesforce Box<br /> # Log in to your Salesforce<br /> # Allow Access for the Connection<br /> # Integration Successfully Enabled<br /> ## Confirmation Message:<br /> ## Enabled Integration Icon:<br /> # Adding Users to the Integrator and locating Tokens<br /> ## Hit the &quot;Pencil Icon&quot;<br /> ## Enable Users for Calls, SMS, and Meetings Data Logging <br /> ## In the &quot;Advanced&quot; is where the Tokens can be located (Please note: Any edits to this can affect the outcome of the task within Salesforce)<br /> ##* Contact: &lt;code&gt;&lt;nowiki&gt;[[phone_number]]&lt;/nowiki&gt;&lt;/code&gt;<br /> ##* Employee: &lt;code&gt;&lt;nowiki&gt;[[employee]]&lt;/nowiki&gt;&lt;/code&gt;<br /> ##* Call Direction: &lt;code&gt;&lt;nowiki&gt;[[call_direction]]&lt;/nowiki&gt;&lt;/code&gt;<br /> ##* Call Time: &lt;code&gt;&lt;nowiki&gt;[[call_start]]&lt;/nowiki&gt;&lt;/code&gt;<br /> ##* Call Event: &lt;code&gt;&lt;nowiki&gt;[[call_event]]&lt;/nowiki&gt;&lt;/code&gt;<br /> ##* Recording: &lt;code&gt;&lt;nowiki&gt;[[recording_url]]&lt;/nowiki&gt; &lt;nowiki&gt;[[transcription]]&lt;/nowiki&gt;&lt;/code&gt; <br /> # Adding Extension Numbers in Salesforce<br /> ## Go to Settings via the Gear Icon and then Setup (This will launch a new tab)<br /> ## Go to Users under the &quot;Administration&quot; column, go to &quot;Users&quot; within the dropdown and select &quot;Edit&quot; on the desired User<br /> ## Scroll Down to Extension and Add User's Extension Number<br /> # Navigate to Tasks and Search for Calls View<br /> ## How to Locate Calls:<br /> # Accessing Call Recordings<br /> ## Enabling Recordings on the Nova User:<br /> ## Go to Tasks &gt; Select the Designated Call Record &gt; Click the Recording Link in the Comments<br /> ## Enter your Email Address &gt; Send Code OR Login (This will Pop a New Window to Authenticate) <br /> ## Enter Code and Select &quot;Verify Code&quot;<br /> ## Once authenticated, you will have access to the recording</div>

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