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  • 1.  Transferring to external contacts from within Salesforce

    Posted 08-28-2018 02:23
    No replies, thread closed.
    Hello Community,

    When doing a blind / consult transfer within the PC interface when you start typing in a contact that you wish to transfer too the system searches all contacts (internal / external / queues), however if using client interface within Salesforce it appears only internal users and queues are searched (not external contacts).

    Other than manually entering an external number to transfer too, wondering if possible to have an external transfer list available when using Salesforce interface?

    Thanks and Regards

    ------------------------------
    Travis McInnes
    CVT (Global) Pty Ltd
    ------------------------------


  • 2.  RE: Transferring to external contacts from within Salesforce

    Posted 08-28-2018 11:32
    No replies, thread closed.
    The PureCloud for Salesforce integration does not search PureCloud external contacts.  It is able to search PureCloud users, PureCloud Queues, and Salesforce Records.  See here: https://help.mypurecloud.com/articles/configure-search-in-salesforce/  Note that searching of Salesforce records for transfers requires that you're on the latest version of the PureCloud for Salesforce managed package: https://help.mypurecloud.com/articles/install-or-upgrade-the-purecloud-for-salesforce-managed-package/

    ------------------------------
    Richard Schott
    Genesys - Employees
    ------------------------------



  • 3.  RE: Transferring to external contacts from within Salesforce

    Posted 08-29-2018 04:01
    No replies, thread closed.
    Thanks Richard.

    We will make sure the PureCloud for Salesforce managed package is up to date and test further.

    Thanks and Regards.

    ------------------------------
    Travis McInnes
    CVT (Global) Pty Ltd
    ------------------------------

    Original Message


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