Get everything you need from Webex without leaving Salesforce. Consolidate the customer interactions that matter into one place. Access Webex features with context provided by the Salesforce record or Home Page. See messages, make calls, and manage your Salesforce records anytime. Webex makes it easy to link inbound and outbound calls with Salesforce objects.
Sign in to Webex from Salesforce
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From the Salesforce Home page, click Sign in on the Webex widget. |
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Enter your email address and click Next. |
You can create Webex App 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.
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From the Salesforce Home page, create an object such as an opportunity or case, or select one that you’ve already created. |
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Select Create a Space. |
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Select Autofill with details to automatically name the space and to add all team members from teams associated with this object. |
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Select Include notifications bot to receive bot notifications in the space when changes are made to the object.
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Enter a Space name, add people to the space, and click Create. |
You can link existing Webex App spaces to a Salesforce object, such as an opportunity or case, so everyone is aware of what is being discussed.
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From the Salesforce Home page, select an object. |
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Search for the name of the space that you want to link in the Link an existing space field. |
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Select Link next to the space you want to link.
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You can start a space meeting with other space members, unlink a space from an object, change the space name, or add and remove people from the space all from Salesforce.
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From the Salesforce Home page, select the object with the space linked to it that you want to manage. |
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Select the information i. |
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Choose:
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Select Save. |
You can schedule a Webex meeting that is related to an object.
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From the Salesforce Home page, select the object that you want to schedule a meeting for. |
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Select Schedule a Meeting. |
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Enter a Meeting topic. |
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Choose a Date and time for the meeting. |
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Add Attendees to the meeting.
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Use the calendar to check the availability of the attendees you add.
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Select Schedule. The meeting information appears. |
From the Salesforce Home page choose one of the following:
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You can link existing Webex meeting from your calendar to a Salesforce object, such as an opportunity or case, if you need to discuss anything related to the object.
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From the Salesforce Home page, select an object. |
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Select Link an existing meeting. |
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Use the From and To fields to show all of your Webex meetings that occur during that timeframe. |
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Select Link next to the meeting you want to link.
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From the Salesforce Home page, select the object that you recorded a meeting for. |
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Choose Past and select the recording transcript. |
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From any page in Salesforce, select Webex. |
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Click Calling, enter the phone number, and select Audio Call.
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Confirm that you want to make the call in Webex App. |
You can call any contact that is associated with any Salesforce object.
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From the Salesforce Home page, select the object with the associated contact you want to call. |
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Select Make a Call and select Audio Call for the contact you want to call. |
While you are on an inbound or outbound call, you can manage your Salesforce records. If you are talking with someone who is a new contact or lead, you can add them to your database and create related objects for them at the same time.
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If no Salesforce record exists for the person on the call, select New Contact or New Lead.
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Search for and select the record in the Contact/Lead field to link them to the Salesforce record. |
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If you want to create a new object related to this case, such as a case or opportunity, select New <object>. |
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Search for and select the object in the Related to field to link it to the contact or lead. |
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You can also add a Subject and Comments related to the call. |
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Use the Activity tab to review the call history for this contact or lead.
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Use the More info tab to view all of the objects related to this contact or lead.
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