Salesforce Connector

How does Oration’s Salesforce Connector feature work?

When a customer calls into the contact centre, Oration’s Salesforce Connector retrieves relevant information about that customer from a company’s Salesforce account. It does this by using the caller’s phone number or other information to look up their details in Salesforce based on a pre-defined query. The customer information that is retrieved could include for example their name, case history, recent orders or any other data stored in Salesforce. Oration then has this information available during the call to provide a personalised experience tailored to that specific customer.

What makes Oration different?

Oration is an easy-to-use contact centre plugin designed to be implemented as an overlay to your existing contact centre technology infrastructure. A SaaS cloud-based solution, Oration can be up and running within a matter of days. Unlike traditional integrations that require complex coding or the use of third-party APIs, Oration's Salesforce Connector provides a user-friendly interface for defining Salesforce queries without the need for extensive technical knowledge. This empowers non-technical users to leverage the power of Salesforce data within the Oration platform.