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.

  • Save snippets of exchanged messages to Salesforce records for later review.

  • Instantly invite people outside your company.

  • 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 accounts are supported. However, if you have a Webex license you can also use these capabilities with the integration:

    • Single Sign-On.

    • Out of Office status.

    • 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 spaces that are linked to it in Salesforce, you need to be a member of a space to open them.

Webex 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 more information about setting up and using this integration, go to the Salesforce online help site .

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