How to connect Salesforce Service Cloud to Playvox Customer AI

1. On Customer AI, navigate to Integrations

2. Connect with Salesforce Service Cloud

Choose Salesforce from the list of integrations and click Connect.

3. Name your Connector.

You can connect multiple instances to the same Customer AI workspace, and have data flowing from those accounts into the same workspace. 

4. Enter your Salesforce account subdomain.

We need this information to connect the correct Salesforce account. For example, if your Salesforce Service Cloud portal URL is "mycompany.lightning.force.com", enter "mycompany".

5. Then, tell us whether this is a Salesforce sandbox environment.

If you are connecting a sandbox environment, click the box.

6. Click Connect.

7. You’ll be taken to your Salesforce sign-in screen. 

Please enter the email address and password you use to login to Zendesk. Don't worry, these details will not be stored and only used to authorize access.

6. Salesforce Service cloud is now connected

If your credentials were entered correctly, you will see your newly connected instance under the main connector name. This means that the connection has been made successfully and your data is syncing.

How to disconnect a currently connected instance:

1. Click Disconnect. 

To disconnect an instance, select the desired instance and click on the "disconnect" button located next to it.

2. Click Confirm. 

The instance is now in a disconnected state, which indicates that data will stop flowing between the two systems. Any data that has already been transmitted will not be deleted. 

If the credentials are incorrect:

The authentication process will fail, preventing data from flowing through the connector. This means that the connector has been created, but it has not been authenticated. You can choose to provide the correct details or cancel that connection.