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Webex App for Salesforce
Bring Webex to Salesforce and streamline workflows for your teams
Overview
The Webex app for Salesforce allows Salesforce users to easily use Webex calling, meetings, messaging, and webinars from within Salesforce without requiring context switching between multiple apps. Admins can tailor the process as per their organizational
See How Webex App for Salesforce Works
Calling – Make outbound calls or receive inbound calls (phone/video) from within Salesforce. Log call details and associate to Salesforce object for future reference. Access Salesforce information related to the caller for quick context.
Meetings – Schedule, start, and join meetings directly from Salesforce. Link meetings to Salesforce objects automatically and access meetings, along with recordings and transcripts, via the Webex Meetings component.
Messaging – Chat with teammates directly from Salesforce and create new spaces linked to Salesforce objects. Using the Webex Spaces component, access existing spaces to communicate.
Webinars – See lists of upcoming and past webinars, and easily import Webex webinar registrant data into Salesforce Campaigns to further enhance campaign analytics.
The Webex App for Salesforce enables sales and service professionals to collaborate cross-functionally without frequent context switching. The messaging capabilities improve communication by removing barriers to space creation, ensuring traceability and facilitation of conversations, and automating updates. The meetings features allow users to quickly gain context from past meetings, hold ad-hoc or scheduled conversations with colleagues, and plan their upcoming schedule with prospective customers. With outbound calling, users such as sales reps can call leads or contacts directly from Salesforce and log call details for tracking. With inbound calling, users such as customer support agents can quickly gain context before answering the phone, access relevant information with minimal clicks, and seamlessly capture notes. In addition, upcoming and past Webex webinars can be viewed, and the Webinar registrant data can be easily imported directly into Salesforce Campaigns. Learn more at https://help.webex.com/en-us/article/nthxjg2/Integrate-Salesforce-with-Webex-App
Categories
- Business Needs
- CollaborationAgent ProductivityTelephony
- Personas
- MarketerSales Representative / ManagerService Agent / Supervisor
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package