Engage Digital | Connecting to Salesforce
To allow Engage Digital to connect to Salesforce and to provide access to the data from Engage Digital sources, you must create a special type of administrator within Engage Digital known as a technical agent. This administrator has permissions on all Engage Digital sources.
Allowing iframe integration
To allow the embedded version of the Engage Digital interface to be used in the Salesforce app, you need to authorize within Engage Digital the integration of Engage Digital within an iframe. To enable iframe integration, follow these steps:
1. Connect to Engage Digital with an admin account
2. Select Admin from the main menu
3. Navigate to Settings > Security from the left-hand navigation bar
4. Uncheck the Deny iframe integration box
5. Click Save
Creating an Engage Digital technical agent
You must create an agent that has permissions on all Engage Digital sources so that the agent’s API token and webhooks dispatch work properly when connecting to Engage Digital through the app.
To create an Engage Digital technical agent, follow these steps:
1. Connect to Engage Digital with an admin account
2. Select Admin from the main menu
3. Navigate to Users > Agents from the left nav bar
4. Click New agent in the upper right corner
5. Enter the agent’s first and last name
6. Enter a valid email address you can access
7. Set the Role to Administrator
8. Click Save
An invitation is sent by email. Click the link sent in the invitation to activate the account and set a password.
Granting permissions to the Engage Digital technical agent
To complete the agent configuration, you’ll need to grant the technical agent permissions on all sources.
To grant permissions to the Engage Digital technical agent, follow these steps:
1. Select Admin from the main menu
2. Navigate to Users > Agents from the left nav bar
3. Hover your mouse over an agent and click the Edit permissions padlock icon that appears at far right
4. For each source, grant all permissions except under the Approval required column. You can check all permissions for all sources by clicking on the column name
5. Click Save
To learn about permissions in Engage Digital, read Managing agent permissions.
Creating an API access token for the Engage Digital technical agent
An API access token allows the Salesforce app to communicate with the Engage Digital API.
To create an API access token and copy the token, follow these steps:
1. Select Admin from the main menu
2. Navigate to Dev tools > API access tokens from the left nav bar
3. Click the Add button at top right
4. Enter a description such as ‘Salesforce connector API access token’
5. Select the Engage Digital technical agent you created
6. Click Save
7. In the API access tokens page, copy the string next to the token’s name
You will supply this copied string when configuring access to the Engage Digital REST API. See Installing and setting up in Salesforce.
Enabling viewing Salesforce case information in the Engage Digital customer profile
To see Salesforce case information for a customer in the customer’s profile, you will need to install a Salesforce connector application developed specifically for this purpose using the App SDK available with Engage Digital. Your RingCentral Engage contact can make this application available for you to install within your Engage Digital account.
To add the application to your installed applications, follow these steps:
1. Select Admin from the main menu
2. Navigate to Applications > Installed apps from the left nav bar
3. Click Install at top right
4. Locate the Salesforce connector application and click Install
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