To make and receive calls using NewVoiceMedia in Salesforce, you link NewVoiceMedia to a Salesforce user account. The Salesforce user account must be an API user account. NewVoiceMedia uses the linked account to log in to Salesforce and perform automated actions. These automated actions include looking for a Salesforce record and creating a task at the end of a call. The API user must have enough privileges to allow the automated actions. For information about permissions that the API user needs, see ContactWorld API user permissions. You can connect an API user account to a maximum of five NewVoiceMedia accounts. If you have more than five accounts, you must create more than one Salesforce API user account. | Info |
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| You only need to perform this task once for your account. When you link NewVoiceMedia to a Salesforce account, NewVoiceMedia and Salesforce create unique keys to form the link. NewVoiceMedia does not store any Salesforce credentials. |
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