Manage MultiLine for Salesforce Users

Written By Samuel Grinis (Super Administrator)

Updated at April 6th, 2020

Now you need to apply the user permissions you created to the user accounts.

Select the tab below according to whether the users that are using MultiLine for Salesforce are already MultiLine users, or are new users that need to be invited.

For existing MultiLine users

  1. Navigate to the organization where MultiLine for Salesforce users are provisioned
  2. Click Edit for the user
  3. Check that the email address is same as their SFDC account.
  4. Click User Permissions
  5. Select MultiLine for Salesforce from the dropdown and click Save

For new MultiLine users 

  1. Navigate to the organization where your MultiLine for Salesforce users will be.
  2. Go to Accounts and click Add Account.
  3. Enter the required details. Note: their email address needs to match their Salesforce email address and must be a valid email address.
  4. Click Assign Number, enter SFDC in the search bar and select a number from the list. Note: MultiLine for Salesforce numbers are tagged in the system as SFDC
  5. Under User Permissions select MultiLine for Salesforce.
  6. Click Invite.

Salesforce Administrator Action Needed

To complete the MultiLine for Salesforce Integration, the Salesforce Administrator needs to complete these steps:

Manage Licenses and Setup Users

Congratulations!

Once the Salesforce Administrator actions are complete, the integration is finished! When Salesforce users login into Salesforce, they'll see the MultiLine utility in the bottom left bar. After accepting the terms and conditions, they'll be able to use MultiLine. 

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