UCM630X Series User Manual
Version 1.0.11.10
Salesforce CRM
Configuration page of the Salesforce CRM can be accessed via admin login, on the UCM Web GUI→Value-
added Features→CRM”.
Figure 270: Salesforce Basic Settings
1. Select “Salesforce” from the CRM System Dropdown in order to use Salesforce CRM.
Table 129: Salesforce Settings
Select a CRM system from the dropdown menu, four CRM systems
are available: SugarCRM, vTigerCRM, ZohoCRM (v1&v2),
Salesforce and ACT! CRM.
Add the new number to this module if it cannot be found in the
selected module.
Select from the “Available” list of lookups and press to
select where the UCM can perform the lookups on the CRM tables,
Leads, Accounts, and Contacts.
Once settings on admin access are configured: