Once the PhoneIQ for Salesforce package is installed in your Salesforce Org., the next step is to visit the PhoneIQ administrator portal and navigate to the “Integrations” view within the Integrations App and select “New Integration”. This is required to ensure PhoneIQ has the necessary permissions to perform remote operations via the API. Choose the Salesforce environment where you want to install PhoneIQ and click “Install”. A new browser tab will open, requesting your Salesforce login credentials. If you have already authenticated with Salesforce in the same browser session, credentials won’t be required.
Make sure your Salesforce account has its API enabled. API access is provided with the Enterprise and Unlimited license by default. If you have the Professional license please contact your Salesforce Account Executive and request to have the API enabled (take into consideration that the API is a paid feature with the Professional License).
After making the integration with your Salesforce account, you can head back to the Admin Dashboard and easily check the details. Click on 'Show Integration Details' to check the integration details.
Installed by: The name of the Salesforce user who did the integration.
Organization ID: Org ID of the integrated Salesforce account.
Environment Type: Salesforce Production or Sandbox environment.
PhoneIQ API Task Fields: Available / Not Available. Indicates if the fields have been made available via the API. If "Not Available" is displayed, call logging might fail.
Install Date: The date when the integration was made.
Integration User ID: The Salesforce user ID of the user who did the integration.
Package version: The PhoneIQ package version installed in the customer's org.