Sign in to Webex from Salesforce

1

From the Salesforce Home Page, select Webex.

2

Select Sign In.

3

Enter your email address, and choose Next.

Messaging

You can create Webex spaces in Salesforce that are based on objects. Objects are database tables that allow Salesforce to store data specific to the organization in Salesforce.

You can see any space that you're a member of in Salesforce. When you create a space that's based on a Salesforce object, the owner of that object is automatically added to the space you create.

1

From the Salesforce Home Page, create an opportunity, or select one that you’ve already created.
2

Select Create a Space.

3

Enter a Space name, add people to the space, and choose Create.

Webex Spaces widget in Salesforce

You can link existing Webex Spaces to a Salesforce opportunity so everyone is aware of what opportunity is being discussed.

1

From the Salesforce Home Page, select an object.
2

Search for the name of the space that you want to link in the Link an existing space field.

3

Select Link next to the space you want to link.


 

You can link multiple Webex spaces to the same object.

You can unlink a space from an object, change the space name, or add and remove people from the space all from Salesforce.

1

From the Salesforce Home Page, select the object with the space linked to it that you want to manage.
2

Select the information i.

3

Choose:

  • Unlink space to unlink the space from the object.

  • Edit this space to update the space name or add and remove users.

4

Select Save.

Meetings

You can schedule a Webex Meeting that is related to an opportunity.

1

From the Salesforce Home Page, select the object that you want to schedule a meeting for.
2

Select Schedule a Meeting.

3

Enter a Meeting topic.

4

Choose a Date and time for the meeting.

5

Add Attendees to the meeting, and select Schedule.


 

Choose Add from spaces to add all the people from one of the spaces that you linked to this object.

Schedule Webex meeting window over Salesforce opportunity page.

From the Salesforce Home Page choose one of the following:

  • Select Join from the Upcoming Meetings list.

  • Select the object that you want to start a meeting for and click Join.

  • Select an object and click My Personal Room. Your Personal Room starts and anyone with your Personal Room link can join.

1

From the Salesforce Home Page, select the object that you recorded a meeting for.
2

Choose Past and select the recording transcript.

Calling

You can call anyone with a phone number right from Salesforce with the Global Dialer.

1

From any page in Salesforce, select Webex.

2

Click Calling, enter the phone number, and select Audio Call.

Dial pad in the lower left of the Salesforce opportunity page.
3

Confirm that you want to make the call in Webex.

You can call any contact that is associated with any Salesforce object.

1

From the Salesforce Home Page, select the object with the associated contact you want to call.
2

Select Make a Call.

Opportunity contacts list open in Salesforce opportunity page.