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

Integrations.png

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. 

Salesforce_Cog.png

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 

Salesforce_Connected_App.png

Enable Salesforce Single Sign-On (SSO)

To enable Salesforce for SSO capabilities, you must enable it within the Salesforce settings.

Salesforce_SSO.png

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 support@flexfig.com for help. 

Was this article helpful?
0 out of 0 found this helpful