Installing the Salesforce package
In the first time you synchronize, you need to install the Aloware pack from Salesforce AppExchange. Click the “Install Salesforce Package” button in Aloware:
The link will direct to the Salesforce AppExchange: Aloware Cloud Center app.
Click in Get It Now.
Select "Install in Production" to install the package in your organization.
If the Salesforce account does not appear in the account selector, follow this guide.
Review, agree with the terms and confirm the installation details of the Aloware Cloud Contact Center package.
Login with your credentials.
You should see a variety of components that will be installed as part of this process, including OAuth settings and client app development tools. Choose which users will see the integration (most common is for all users) and after acknowledging the checkbox and click Install:
Install Aloware Cloud Contact Center Package
View components
The installation should provide any required notifications regarding security and access permissions for your domain. You must grant access to any necessary domains to proceed with the installation.
Installation in progress:
Installation completed:
Once the installation is complete, navigate to the Settings section of your Salesforce environment to view the details of the installed package. Verify the package has been installed correctly and that all expected components are present.
Installed packages
Installed package detail
Metadata components included in package
Dependencies
If you are already using the previous version of the Salesforce-Aloware integration, you need to install the new package and re-authenticate. After this, the migration process will start.
Rest assured, no data, including logs and created contacts/leads, will be lost during this transition.
For detailed migration steps, refer to the Salesforce migration process guide.