FYI: * You will need data from the Salesforce's account admin. As you set up PlayVox’s software, you’ll be named an admin user.

  • Similarly, if you’d like to set up a new integration, then you’ll be required to be a PlayVox admin user as well. 

This is the data you’ll be asked for during the integration:

Name: it is the connector’s name - you may have multiple connections and it is important for you to be able to properly identify them (i.e. Salesforce’s chat 1, India’s emails, Technical support chat, etc.).

(This step will only happen if you aren’t logged into Salesforce)

Now that you have all the data you’ll need you can continue with the integration process. 

Supported Operation Mode for Salesforce's Integration

This integration works on-demand mode, meaning that data is brought to PlayVox's platform as it is required.

With this option you can filter tickets by different entities such as: 

  • Case
  • Event
  • Live Chat Transcript
  • Task

With each of these entities you can have either basic or advanced filters. 


Now that you have all the data you’ll need you can continue with the integration process.

About the data we process, it is transmitted using encrypted TLSv1.1 and higher over HTTPS and data at rest is kept encrypted using industry standard AES-256 on EBS Volumes in Amazon Web Services (AWS) facilities in the USA.


If you’d like to read more, we have articles on:

You can also check out our privacy policy.

Last Edited: 12.12.18

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