What are the prerequisites for setting up the Salesforce CRM integration?

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• Zoho Sales CRM + MyOperator Integration Guide

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• 🤝 What is the Salesforce integration process with MyOperator?

  Short answer: Enable a Connected App and required custom metadata/fields in Salesforce, deploy Apex + a Quick Action for click‑to‑call and logging, add Remote Site rules, then finish setup in the MyOperator Connect portal to map users and ...

• How does the Salesforce integration with MyOperator work (inbound + outbound calls, auto‑logging, recordings)?

  ? Goal: Connect MyOperator telephony with Salesforce so you can: (1) auto‑create/update leads on inbound calls, (2) initiate outbound calls from Salesforce, and (3) auto‑log call activities with recording links—without manual entry. ? Table of ...

• FreshSales CRM + MyOperator Integration FAQs

  ? Table of Contents Overview Prerequisites for Integration Call Handling Logic Fields Included in Logged Activities Integration Steps AfterCall Webhook Setup Syncing Users Between FreshSales and MyOperator Important Notes & Limitations FAQs Related ...