#Salesforce to salesforce migration install#

Install the Aircall CTI within Salesforce for the Sandbox or Production environment by clicking Install CTI If you are not logged in already, you will be directed to log in to Salesforce and authorize Aircall to access your account

You can change or add more numbers to the integration as well in your Aircall Dashboard after the integration has been installed.Д¬hoose your environment: Sandbox or Production, then click Connect to Salesforce вљ пёЏ Please note, you can skip this step if necessary, but no calls will be logged until a number is connected. Select a number that should be linked to your integration, then click Add Number Go to Integrations & API and select Salesforce v3 from the Discover integrations section Please also make sure that you are using the same email address for both accounts. You must be using the same e-mail for both Aircall and Salesforce (Otherwise calls will be assigned to the Admin of the account instead of the right user).ДЇirst things first, you should check that you are a System Admin in Salesforce and Admin in Aircall. Have top-level Salesforce administrator privileges or full object-level and full-field-level security permissions. You must be using either the Salesforce Enterprise or Unlimited plan (not a Group or Essentials plan), or a Professional plan by contacting your Salesforce Account Executive to purchase API access. In order to take full advantage of our Aircall and Salesforce integration, please make sure that you meet all of our minimum requirements. The Salesforce integration is only available for Aircall clients on the Professional plan (formerly Enterprise plan)

рџ’Ў For more information on our recent updates to Salesforce, please visit this article.

Salesforce to salesforce migration