Ooma Office Pro Plus subscribers can integrate Ooma with Salesforce. Once integration is enabled, users will enjoy access to Ooma Office features right in their CRM, as well as automated lookups of customer CRM records related to the remote party’s phone number for both inbound and outbound calls.

Before you can get started, an account admin will need to enable CRM integration for your account and then for each individual user that will have access to the Ooma Office CRM plugin.

Choose a topic from the list below to learn more about Ooma for Salesforce:

Administrator

• How to set up CRM integration between Ooma and Salesforce
• How to update the Salesforce softphone layout

Troubleshooting

• User can’t log into the Ooma Office CRM plugin
• User can’t see the Ooma Office application in Salesforce

User

• Using the Ooma Office CRM plugin
• How to manage tasks in Salesforce from an Ooma Office call