With this integration you can:

  • Simplify outreach with messaging, video calling, and user status integrated with contact cards.

  • Create and link group workspaces within Salesforce records to enhance productivity.

  • Use highly secure messaging that supports file attachments, read receipts, @mentions, and deleting.

  • Instantly invite people outside your company.

  • Seamlessly manage your Salesforce records while active on a call, link contacts with objects, and manage contact history.

  • Customize your Webex Meetings personal room URL or create a randomized URL that can be added as meeting details from Events or Custom Events in Salesforce (beta).

Here's what you need to know

  • Global availability where the Cisco Webex service and Salesforce Lightning are available.

  • Available on Google Chrome or Mozilla Firefox browsers.

  • Both free or licensed Webex App accounts are supported. However, if you have a Webex App license you can also use these capabilities with the integration:

    • Single Sign-On.

    • Group video calling in spaces of up to 25 people.

    • Access to Webex Control Hub for user provisioning, admin, management, and analytics.

Tips about using Webex in Salesforce

Although everyone associated with a particular record can see the Webex App spaces that are linked to it in Salesforce, you need to be a member of a space to open them.

For information about the new Webex App and Webex Meetings, visit webex.com .