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 the Cisco Webex Control Hub for user provisioning, admin, management, and analytics.

Tips about using Cisco 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.

Webex App messaging is persistent, and gives you access to the history of shared messages and files in your spaces. The Salesforce integration has a Save Conversation feature, which gives you the ability to save messaging exchanges directly to Salesforce for specific follow-up and note taking. You can save these messages to Salesforce records.

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