Enable entities in WebAgent for SalesForce

Note

Introduced in DC2023.02

Note

Additional AnywhereNow WebAgent and CTI Integration license required.

Introduction

By default, this integration utilizes the following entities of SalesForce, which includes:

Account
Campaign
Case
Contact
Event
Lead
Opportunity
Task
User

However, we understand that not all organizations use or want to use all of these entities.

In this article, we'll show you how to hide specific entities through a URL parameter, giving you more control over which entities are visible in your integration. This can help streamline your workflow and ensure that you're only seeing the information that's relevant to your organization.

Prerequisites

Bundle DC2023.02 or higher

How to use

To hide specific entities in your integration, add the "enable-entity" parameter to the WebAgent URL in the CRM Customer Relationship Management, or CRM, is (usually) a software-based, data management method to deal with interactions with customers and potential customers. configuration.

Important

Use the URL defined in the CTI configuration manual.

If your CTI URL already contains a URL parameter, append "&enable-entities=" to the end of the URL.

Below are examples for specific cases:

Copy

URL

[CTI URL]?enabled-entities=entity1,entity2

Below are some examples for specific cases.

Example of using only contacts

Copy

URL

https://webagent.anywhere365.io/?enabled-entities=contact

Example of using all entities

Copy

URL

https://webagent.anywhere365.io/?enabled-entities=account,campaign,case,contact,event,lead,opportunity,task,user

By customizing your integration with the "enable-entity" parameter, you can tailor your CTI entities to your organization's needs and improve your workflow efficiency.