UCCX and Salesforce Integration

nordendale · ‎02-17-2012

Hello,

I have a client that we recently completed a small UCCX 8.5 Premium deployment for. As part of the deployment we completed a CAD integration with Salesforce.com in order to provide a screen pop of the associated customer account using the ANI from the caller (document attached – though there were some changes along the way in order to conform to the current version of Salesforce and UCCX).

Now the customer is interested in scraping data from Salesforce.com in order to route calls to the right agents. The integration we have completed to Salesforce for CAD does not help us to do this, specifically because the account screen pop the agent gets, is provided as part of a workflow, taking place AFTER the agent is selected. In order to do what the customer is asking, we will need to hit the Salseforce database earlier and somehow populate variables that will allow us to route the call appropriately.

I know that once upon a time we could use the Cisco Unified CallConnector for Salesforce.com in order to provide a more enhanced integration to Salesforce but that is now End of Life (http://www.cisco.com/en/US/prod/collateral/voicesw/ps6789/ps7046/ps7274/ps7292/end_of_life_notice_c51-679419.pdf). I know that there are 3^rd party connectors (http://www.amctechnology.com/solutions/Cisco_solution.html) but of course those require licensing.

So now that you have the context, here is the question:

I am looking for a recommendation on how to provide the functionality that the customer is looking for.

Option 1: Complete a DB integration to Salesforce directly from UCCX and scrape the data from the Salesforce DB in order to route the call appropriately. If this is possible, I am looking for any sort of documentation on how to accomplish this.

Option 2: Use a 3^rd party connector to accomplish the DB integration and pull the data out of the DB in order to route calls appropriately. I have a call into the 3^rd party vendor to confirm if we will get this functionality out of the connector, in combination with scripting from the UCCX side, but if anyone has any experience with this I would love to hear the details.

Thank you,

Casey Nordendale

anchoudh · ‎02-22-2012

Hi,

Referring to the UCCX 8.5 datasheet,

http://www.cisco.com/en/US/prod/collateral/voicesw/custcosw/ps5693/ps1846/data_sheet_c78-629807.html

Cisco Unified Contact Center Express Premium allows you to apply HTTP integration to provide integration and a screen pop with browser-based applications such as Salesforce.com running in the Cisco Agent Desktop embedded browser.

Also refer the section "Figure 1.Cisco Agent Desktop with Integrated Multitabbed Browser (Premium)" in the below link,

http://www.cisco.com/en/US/prod/collateral/voicesw/custcosw/ps5693/ps427/data_sheet_c78-584241_ps1846_Products_Data_Sheet.html

An example is also provided in the below link,

http://www.cisco.com/en/US/prod/collateral/voicesw/custcosw/ps5693/ps427/prod_white_paper0900aecd804c6cdd.html

Hope it helps,

Anand

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prashraj · ‎02-22-2012

Hi,

There are different scenarios here:

-Cisco uses CAD. UCCX SFDC connector

-However CAD with SFDC is entirely a different situation

If you are looking for some help with the hyperlinks and scripting, this can be probably obtained from salesforce directly

There is also a defect in version 1.3.2 which you might want to be aware of, which might tweak the DB and logs

-Scenario occurs when a call came in the call activity log would open and you could enter notes into the log and had the dropped down window to match it to case …etc. In Version 3 the call log does not appear and we made sure the settings in Contact Center settings with Call Log was set to 1 and we updated the XML file and change the settings their and imported with the same issue

Thanks,

Prashanth

ausjustin · ‎04-25-2018

have you solved your problem yet?

we have the same question like yours, but the only thing different is we're running UCCX 11.6 with finesse.

thanks

david.macias · ‎04-26-2018

You should be able to integrate UCCX scripting with any REST API. It's going to take a bit of Java, but should be fairly straight forward. As for Finesse, the above comments should still apply.

david

Blog

ausjustin · ‎04-26-2018

Hi David

Thanks for your reply.

so do you have any documents or script I can have a look at it ？

REST API design (Representational State Transfer) is designed to take advantage of existing protocols. has the ability to handle multiple types of calls, return different data formats and even change structurally with the correct implementation of hypermedia.

So how can build and configure the REST API?

thanks

Justin

Pranjol Saikia · ‎05-23-2018

Please checkout attached doc

MARS Unified CC Agent for Cisco Contact Centers ( UCCX,UCCE,CUCM)

prawat155 · ‎08-22-2023

Hello,

For the second option, look for a CTI connector that allows advanced integration, including connecting a third-party application such as a ticketing system, knowledge base, etc., within the CTI interface. This should solve the major chunk of your requirements.

Learn more about here: https://www.novelvox.com/integrations/salesforce-cisco-cti-connector/

Hope this helps!!

prawat155 · ‎09-20-2023

Hello,

For the second option, look for a CTI connector that allows advanced integration, including connecting a third-party application such as a ticketing system, knowledge base, etc., within the CTI interface. This should solve the major chunk of your requirements.
Learn more about cisco salesforce integration here: https://www.novelvox.com/integrations/salesforce-cisco-cti-connector/

Cheers!

Andreas Stuber · ‎10-20-2023

Hello, Expertflow also provides a Salesforce CRM connector www.expertflow.com/salesforce/