Easily configure Salesforce as a Single Sign-On (SSO) provider and data source to create custom attributes within your Twilio Flex contact center.
Account Owners & System Admins
Platform roles required to view and manage third-party integrations.
Prerequisite: Create a Connected App within the Salesforce instance to allow data access within your contact center.
To perform Salesforce integration functions, users will navigate to the Integrations screen.
Navigate to Menu > Settings > Integrations
Locate the Salesforce integration from the list of integrations and click on the settings (cog) icon to open the Salesforce Settings.
After clicking on the settings (cog) icon, a slideout will appear for editing the Salesforce Settings.
Configure Salesforce Integration
To enable the Salesforce integration, you must provide the connected app credentials.
- Provide the Connected App Consumer Key
- Provide the Connected App Consumer Secret
Enable Salesforce Single Sign-On (SSO)
To enable Salesforce for SSO capabilities, you must enable it within the Salesforce settings.
To enable Salesforce SSO, provide the required details, and save the changes.
- Provide the "User Roles Attribute Name"
- FF_TwilioFlexRoles__c is the default name that is used with the integration
- Select "Save Changes" to apply the changes
Note: Only one SSO provider can be enabled for an account. After the SSO provider has been enabled, it cannot be manually disabled. If you need to change SSO providers later, please contact email@example.com for help.