• Call—Call relevant contacts within the Salesforce record or dial any number with the global dialer.

  • Message—Create and manage spaces associated with a Salesforce object. Use in-place messaging to attach content to a message and access previous space content.

  • Meet—Manage meetings without leaving Salesforce. Schedule and join meetings with one click, and associate relevant meeting information to the Salesforce object.

My Domain in Salesforce Org

You must deploy My Domain in your org if you want to use Lightning components. See the My Domain Salesforce documentation for more information.

User Access in Control Hub

You must configure user access to integrations in your organization.

  • Without Pro Pack—When you have the basic Control Hub, you can choose to allow or deny access to all integrations for all of your users.

  • With Pro Pack—With Pro Pack, you have advanced functionality to manage access to integrations for users.

See Configure User Access to Integrations for more information.

1

Use your admin credentials to sign into your production Salesforce environment (the installation URL contains the my.salesforce.com subdomain).

2

Choose Install for Admins Only, and then check I acknowledge. Next, click Install.

3

Click Yes, grant access to these third-party web sites, and then click Continue below the CSP Trusted Site list.

For more information about the trusted sites required for Webex services, see Network Requirements for Webex Services.

4

After the package installs, go to the Webex Admin tab in Salesforce.


 

Keep the Webex Admin tab open, as you’ll need it for the later configuration steps.

Before you begin

These steps require Cisco developer account access (https://developer.webex.com).

1

Go to API Reference > People > Get My Own Details (See the Get My Own Details documentation for more information) and copy your access token for Authorization.

2

Paste the access token in the Access Token field in the Webex Integration Settings window on the Webex Admin page on salesforce.com, and then click Save.

3

Click Register.

A success message appears if the integration is successful.


 

For major releases, you need to register the access token again in Salesforce.

4

(Optional) To check the Integration status, enter the same user's access token and then click Save.


 

You can check the integration status only by using an access token belonging to the same user that you initially used.

Access tokens copied from the developer portal are valid for 12 hours.

The following window is shown with the integration status:

  • You can check the integration status only by using the access token you initially used.

  • If an Unregister button is shown, then the integration worked.

Creating a site is required for inbound and outbound calling functionality.

Before you begin

To create the site, your account requires a Salesforce System Admin profile and Webex Admin Permission Set.

1

From Webex Admin, click Create Site.

2

While the site is being created, check the status, or to validate the site creation afterwards, go to Salesforce Setup > Domain and Sites > Sites and check that the site with the name “Webex for Salesforce” was created.

3

From Webex Admin, click Update Profile.

4

Check that the “Webex for Salesforce Profile” that is created together with “Webex for Salesforce” site has access to these apex classes.

What to do next

Continue with app setup in the next section.

Before you begin

Create a site for calling.

1

Click Setup on the top right.

2

From the Setup page, search for App Manager and select the option you want from the results.

3

Use the App Manager to configure which Webex features to apply to which parts of the Salesforce apps, so that Salesforce users can test the Webex features in their app. The Integration can be used only in Lightning Apps.


 

All standard and custom Salesforce objects are supported for make a call quick actions.

  • Webex Home Pod Component— The only way users can logout. Click Edit Page from top right gear icon, and then drag and drop the component.

  • Webex Spaces Component—Available to add to the details section of a Salesforce record. Click Edit Page from top right gear icon and then drag and drop the component.

  • Webex Meetings Component—Available to add to the details section of a Salesforce record. Click Edit Page from top right gear icon and then drag and drop the component.

  • Webex Meetings Calendar Services—Available to add to any page layout section of a Salesforce record. This component enables calendar availability when creating or editing a Webex meeting.

  • Webex Chat Component—Available to add to the Salesforce Utility Bar. From Setup > App Manager, choose and edit the desired application. Go to Utility Items, then from Add Utility Item, select Webex. Set Panel Width to 420, set Panel Height to 460, and set Start automatically to true, then click Save.

After you add the components to the layout, give access to the components using Permission Sets.

1

Go to Salesforce Setup > Permission Setsto manage the Webex Permision Sets:

  • Non-Admin Webex users—Assign the Cisco Webex User permission set.

  • Admin Webex users—Assign the Cisco Webex User and the Cisco Webex Admin permission sets.

2

After the components are added, log in from the Webex admin login component on the Webex Admin screen and the Webex widget appears on the bottom left of the screen.


 

Users must log in with their personal Webex credentials to access the Spaces and Chat components.

When a new pack is available, follow the steps in Install The Webex App in Salesforce. You don't need to uninstall the old version first and you won't lose your configured settings.

To see information on the new installation packs and where to download them, see the Webex Salesforce Integration Release Notes.

Before you begin

Before you uninstall the Webex for Salesforce Pack, make sure that you also remove any Lightning Webex Components in the lightning page layouts, utility items, object page layouts, permission sets, and sites.

1

From Salesforce Setup, go to Apps > Packaging > Installed Packages.

2

Uninstall the Webex for Salesforce pack.

You'll receive an email notification when the uninstall is complete.