この接続は準備中です
これはまだ有効にできる機能ではありません。機能と設定方法を説明します。何を期待すればよいかがわかります。
01できることと機能
Leads and cases written from conversations
Connect Salesforce and your mate creates or updates a lead from a sales conversation, opens a case with the transcript on hand-off, and reads a signed-in customer's account to answer their questions.
02オンにする方法
Sign in to Salesforce when you connect it and allow the objects you want written.
Map what a conversation writes — lead, contact, case — and what it may read.
Publish; the next conversation shows up in Salesforce.
03必要なもの
A sign-in to your Salesforce account when you connect it, and the scopes you allow.
04よくある質問