Kixie's Salesforce Integration: Configuration and Behavior
Minimum Salesforce Requirements
At least the Salesforce Professional ed...
Salesforce Workflow: Log a Kixie Outcome to Send a Salesforce Email Template
Requirements:
Salesforce CRM with access to workflow rules and email t...
Salesforce Workflow: Auto-SMS and Auto-Call
Requirements:
Salesforce CRM with access to workflow rules and "outbou...
Setting up Salesforce for Kixie
Integration Requirements: at least the Salesforce Professional edition w...
Setting up Salesforce for Call Dispositions
To set up Salesforce to log call dispositions through Kixie, make sure y...
Setting Up Salesforce for SMS Message Integration
In order for Kixie to log SMS messages into Salesforce, your Salesfor...
Removing CTI (Vonage, RingCentral, etc...) from SalesForce
What is a CTI and why it is important
CTI, which stands for Computer Tel...
