Access and use Webex Contact Center within Salesforce (Version 2-New)

Publisher

Cisco Webex Help Center

URL

https://help.webex.com/en-us/article/n08vfjcb/Access-and-use-Webex-Contact-Center-within-Salesforce

Published

2026-08-19

Updated

unknown

Accessed

2026-09-30

HTTP status

200

License

Cisco documentation; all rights reserved; no-redistribution; short excerpts and locators only

Source notes citing this source

• In the Salesforce and Dynamics connectors, a note typed by the agent in the connector is saved in the Description field of the phone call log. in context
• By default every inbound and outbound call handled through the connector generates a phone log (activity record). in context
• After signing in the agent changes state to Ready before receiving calls. in context
• An agent launches the connector by clicking Phone in the Salesforce utility bar, clicking Sign in and authenticating in the Webex portal. in context
• After a call ends the agent chooses a wrap-up reason in the connector and can add notes in the Description field. in context
• At sign-in the agent chooses a station option of Dial Number, Extension or Desktop and selects a team. in context

Cite this source record

APA

WarmTransfer. (2026, August 19). Access and use Webex Contact Center within Salesforce (Version 2-New). WarmTransfer. https://warmtransfer.net/knowledge/sources/cisco-help-n08vfjcb-wxcc-salesforce-v2-agent

BibTeX

@misc{warmtransfer-cisco-help-n08vfjcb-wxcc-salesforce-v2-agent,
  title  = {Access and use Webex Contact Center within Salesforce (Version 2-New)},
  author = {{WarmTransfer}},
  year   = {2026},
  url    = {https://warmtransfer.net/knowledge/sources/cisco-help-n08vfjcb-wxcc-salesforce-v2-agent},
  note   = {Cisco Webex Help Center, accessed 2026-09-30}
}