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Webex App for Salesforce

By Cisco Systems, Inc

Bring Webex to Salesforce and streamline workflows for your teams

Paid Add-On Required  

Payment required for external services or products

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Business Need
Collaboration
Agent Productivity
Telephony
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Marketing Cloud Engagement

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

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Marketing Cloud Engagement
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
-- Users will need access to Webex features --

App Details

Version
Webex for Salesforce/1.21.1 1.21.1
Listed On
05/02/2023
Latest Release
07/01/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 26
Custom Tabs: 2
Custom Apps: 0
Lightning Components
Global: 36
App Builder: 1
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.14.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/30/2023

Additional Details

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

Need help?

Cisco Systems, Inc

San Jose, California, USA

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