Get Started with the Salesforce Connector

Note: Rainbow CRM Bridge version 3.1.23 for Salesforce will be released February 27, 2024.
If you use the CRM Bridge for Salesforce with Rainbow hub accounts or CCD Agents then you'll have to update the configuration with the APEX file delivered with 3.1.0 or higher. (file is attached to the article)

The Rainbow CRM Bridge connector for Salesforce.com will add real time communication and collaboration capabilities to the Salesforce.com instance by integrating the company telephony system and Salesforce.com.

Connector Overview

The Rainbow CRM Bridge connector for Salesforce.com is hosted in ALE Cloud and will interface with the Salesforce.com customer instance as an integrated component. It fetches Rainbow contacts information and provides functionality that majorly includes conversations, automatic display of  CRM contact information on incoming calls, dialing out CRM contacts, audio calls and calls history.

The Rainbow CRM Bridge connector will deliver the following features to the Salesforce.com user:

• Click to call from Lead, Contact,Account and Case records
• On incoming call, corresponding record cards displayed in the RB client in case of multiple matching records (Accounts, contacts, cases and leads).
• On incoming call, selection of which record to open in case of multiple matching records
• On incoming call, option to launch the SFDC search page based on incoming caller phone
• On incoming call, Record Screen Pop in a new tab in case of single match, not impacting the current user work(Open respective Account, Contact or Lead record upon incoming telephony call)
• On unknown incoming call, new contact record creation or new case record creation.
• Note Taking during a call to be recorded in the Call logs
• Activity Log (Incoming and Outgoing calls): Date, Time, Type, Duration, Call result.
• Activity Log for incoming calls in Nomadic mode
• Direct Dialing (CTI Calls)
• Embedded collaboration/communication features in the Rainbow connector client (Conversation, Conference, Bubble management, Call transfer, Contact management, Invitations, DTMF…)
• Deskphone, Work mobile phone and Computer mode (VoIP) handling
• Rainbow CCD users support: Wrap-up, Withdraw, LogOn, LogOff from the connector (IPDSP)
• Rainbow Hub users support
• Enable/Disable incoming call ring tone
• Available in EN, FR and DE
• SSO Ready

Rainbow CRM Bridge installation pre-requisites

The list of pre-requisites and configurations required to setup and run Rainbow CRM Bridge application is segmented into 4 broader categories.

Rainbow subscription and PBX configuration:

Equipment Configuration:

An equipment should be configured with Server Type as OmniPCX Enterprise or OmniPCX Office Connect. Activation of  WebRTC gateway option should be enabled (if this feature is needed). 

Licenses:

1. Essential license is required for WebRTC audio and video call.
2. Essential license is required for telephony call with basic functionality i.e. Dial, Answer and hang-up.
3. Business license is required for call held and retrieve functionality for telephony call.
4. Business license is required for VOIP user functionality.
5. Enterprise license is required for conference call.

PABX  - Alcatel Lucent:

Version:

OmniPCX Enterprise firmware version should be v12 or higher.
OXO Connect R3.x or higher.

Configuration:

1. OmniPCX Enterprise or OmniPCX Office Connect must paired with Rainbow.
2. A SIP trunk should be configured between WebRTC Gateway (VM) and OmniPCX Enterprise or OmniPCX Office Connect.
3. Remote extensions should be configured for pure VOIP users.
4. Remote extensions should be configured and associated with desk phones for Rainbow Nomadic users.

Licenses:

1. Licenses are required to create remote extensions in OmniPCX Enterprise or OmniPCX Office Connect.
2. SIP trunk licenses are required to create a SIP trunk between OmniPCX Enterprise or OmniPCX Office Connect and WebRTC Gateway (VM).

Salesforce.com:

The Rainbow CRM Bridge connector works inside Salesforce.com instance as an integrated component. The Rainbow CRM Bridge connector application requires an Salesforce.com subscription. 

The Rainbow CRM Bridge connector application acts as a central hub with different communication channels. One end is communicating with Rainbow Server using Rainbow WebSDK for different business operations and the other end is bridging with Salesforce.com Open CTI link.

The Rainbow CRM Bridge connector Subscription:

The Rainbow CRM Bridge connector will need a Rainbow Connect subscription for Salesforce.com each user that will access the connector proposed functionalities.

The Rainbow CRM Bridge connector Deployment

Please refer to the Deployment Guide included in this article to perform the installation of the Rainbow CRM Bridge in the customer Cloud MS Dynamics instance: