Empower your Salesforce system with cloud communications capabilities and create a more collaborative CRM experience.
Let Unify Office for Salesforce enhance your CRM and Service Management experience by automating workflows, increasing call efficiency and improving the quality of customer interactions. The integration works in both Sales Cloud and Service Cloud. Unify Office for Salesforce lets you make and receive calls directly from your Salesforce account. You can now schedule video meetings, in addition to quickly assigning call dispositions, logging calls, taking notes and more, without jumping back and forth between applications.
Available for Salesforce Classic or Salesforce Lightning. Applicable for both Sales Cloud and Service Cloud.
Unify Office App: Users can now make and receive calls from the Unify Office unified app. No need to download the Unify Office phone app!
Installation Made Easy: Now introducing an install wizard that will take the admin through a series of simple steps to configure the integration in 7 simple steps.
"Do Not Contact" Settings: Unify Office for Salesforce will now honor Do Not Contact (DNC) settings for records in Salesforce and prevent or alert users from placing a call or sending a text message to contacts with are marked as DNC.
► Seamless integration with Salesforce
Integrating your Unify Office solution with everyday applications, such as Salesforce, allows you to automate tedious tasks, make your workflows more efficient, and offer your customers a superior experience.
► Streamlined business communications
Unify Office for Salesforce reduces the need for agents to switch between multiple devices and applications to access key business functionalities to accomplish their daily tasks.
► Exceptional customer experiences
Access to key customer information and call history allows agents to deliver timely and personalized customer experience.
Unify Office for Salesforce is available for Unify Office Premium and Ultimate customers.
You must have a Salesforce Professional (PE) or above (EE and UE).
Requires Windows® XP or above or Mac OS® X 10.8 Mountain Lion or above.
Supported browsers include: Chrome™30 (or later), Firefox® 25 (or later), Safari® 6.0.5 - Safari is supported for Classic view only (or later), and Internet Explorer® 10 (or later).
Unify Office for Salesforce is NOT compatible with community licenses.
High Velocity Sales feature compatibility: ONLY available for Lightning.
Latest Update: 06/01/2021
When authorized, this app will be granted the following permissions:
|Read Messages||View message store data, including SMS, fax, voicemail, etc.|
|Meetings||Create, view, update and delete meetings|
|VoIP Calling||Register VoIP-enabled devices, and make and receive VoIP calls|
|Read Client Info||View client application provisioning information|
|WebSocket||Make API calls via the WebSocket transport|
|WebSocket Subscriptions||Manage and subscribe to websocket notifications|
|Contacts||View, create, update and delete personal address book contacts|
|Read Accounts||View user account information, e.g. name, business name, and contact info|
|Telephony Sessions||Control advanced telephony session features|
|Problem Reports Management||Manage Client Problem Reports|
|Ring Out||Perform two-legged ring out phone calls|
|SMS||Send and receive SMS/MMS messages|
|Internal Messages||Send, and edit intra-company text messages|
|Read Call Log||View user call log records|
|Edit Messages||View and update message store data, including SMS, fax, voicemail, etc.|
|Edit Presence||View and modify user presence status|
|Send Usage Info||Send usage information to enable reporting|