Essential collaboration tools right inside your Salesforce environment. Stay in Salesforce to connect with colleagues using secure messaging, file sharing, and video calling. Quickly set up meetings. No more app switching to use collaboration tools right when you need to. Reach decisions with the team, or get answers quickly. And getting started couldn't be easier with this native integration.
With this integration you can:
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Simplify outreach with messaging, video calling, and user status integrated with contact cards.
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Create and link group workspaces within Salesforce records to enhance productivity.
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Use highly secure messaging that supports file attachments, read receipts, @mentions, and deleting.
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Instantly invite people outside your company.
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Seamlessly manage your Salesforce records while active on a call, link contacts with objects, and manage contact history.
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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
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Global availability where the Cisco Webex service and Salesforce Lightning are available.
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Available on Google Chrome or Mozilla Firefox browsers.
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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:
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Single Sign-On.
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Group video calling in spaces of up to 25 people.
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Access to Webex Control Hub for user provisioning, admin, management, and analytics.
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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 .