Configuring CRM integration

Last Updated : Nov 29, 2018 |

About this task

Avaya Workspaces can integrate with Customer Relationship Management (CRM) systems such as SalesForce.

You can administer only one CRM integration.

Procedure

  1. Log on to the Control Manager interface as an administrator.
  2. On the Avaya Control Manager webpage, click Configuration > Avaya Oceana™ > CRM Integration.
  3. Click Add.
  4. Select the Enable CRM Integration check box.
  5. In the Application Name field, type the name of the CRM integration.
  6. In the Consumer Key field, type the consumer key value that identifies this installation to SalesForce.

    In SalesForce, the Consumer Key is known as client_ID.

  7. In the Consumer Secret Key field, type the secret key value that identifies this installation to SalesForce.

    In SalesForce, this field is known as client_secret.

  8. In the SalesForce Endpoint field, type the URL of the SalesForce site with which you are integrating Avaya Workspaces.
  9. Click Save.