Integrations and API
- Adding the Sharpen CTI (Phone) to the Utility Bar in Salesforce
- OAuth "User Credentials" Token from Salesforce
- Webhooks (Configuration Guide)
- Sharpen Q (Webhook Payload)
- Query Insights Data by Sharpen API Request
- Get Interaction Details by Sharpen API Request
- Storing the Salesforce Token in SharpenDB
- Setting up the Sharpen CTI in Salesforce
- Update Salesforce Records
- Salesforce Object Names for API Data Mapping
- Initial Salesforce Integration Configuration
- Create Salesforce Records
- Salesforce Record Lookups
- Integrating into Salesforce Using Logic+
- OmniOut (SharpenDB)
- Adding Salesforce Members to Your OmniOut Campaign
- Configuring Your Campaign in OmniOut (Salesforce)
- Creating a Campaign in Salesforce
- OmniOut Campaign Stage Scripts and Templates
- Custom Attributes for Salesforce Campaign Member Page
- Setting Campaign Statuses for OmniOut (Salesforce)
- Basic Salesforce Integration Set Up
- OmniOut (Salesforce)
- Workflows for Zendesk
- Linking ServiceNow and Sharpen User Accounts
- Zendesk Integration
- Linking Salesforce and Sharpen User Accounts
- ServiceNow Integration
- Linking Zendesk and Sharpen User Accounts
- Workflows - Salesforce