You can connect MultiLine to an external application (example: Salesforce) by adding an API user.
Overview
When the API user is created, the user can select an External Application using his account credentials.
Before you Start
- You need the "API User" Role to do this instruction. See What Admin Roles are in Management Portal?.
Create an API user
- Click Administrators.
- Click Add API User.
- Enter the Personal Details.
- Select External Applications for which the API user will be accessing the organization data.
- Click Save.
Editing an External Application
An API user has the privilege to edit the selected External Application. To edit an External Application, follow the steps below:
- Click Administrators.
- Click Edit Administrators.
- Edit the Email Address.
- Select External Applications for which the API user will be accessing the organization data.
- Click Save.