Connecting to the Salesforce CRM from Avaya Workspaces

Last Updated : Jan 22, 2020 |
Use this procedure so that Avaya Workspaces can connect to the Salesforce CRM, and Avaya Workspaces users can use the address book to view Salesforce contacts.
  1. In the navigation pane, click the Settings icon (Settings).
    ADDITIONAL INFORMATION:
    Avaya Workspaces displays the Settings widget.
  2. Click the CRM tab.
  3. Click Authenticate User.
  4. Enter your Salesforce user credentials.
    ADDITIONAL INFORMATION:
    On successful authentication, Avaya Workspaces displays a green notification in the right corner.
  5. Check the address book for the list of users from Salesforce.
    ADDITIONAL INFORMATION:
    You have successfully configured Avaya Workspaces to connect to Salesforce.