Скачать или смотреть Installing the PhoneBurner Connected App

📌 Summary

In this video, the speaker explains how Salesforce administrators can enable all users—particularly those with standard profiles—to successfully initiate dial sessions using PhoneBurner. During a user's first dial session, Salesforce prompts for access permission. However, standard users will encounter an OAuth error unless the admin has installed PhoneBurner as a connected app within Salesforce.

The process includes:

Admins performing a test dial session to trigger PhoneBurner’s appearance in the "Connected Apps OAuth Usage" section.

Navigating to Setup Quick Find "Connected Apps OAuth Usage".

Clicking "Install" next to PhoneBurner.

Ensuring the appropriate security settings are reviewed with your team.

Once installed, all users, including those with standard profiles, will be able to grant PhoneBurner access and start dial sessions successfully.

🏷 Tags

Salesforce setup, OAuth error, connected apps, Salesforce admin, standard user access, PhoneBurner integration, dial session setup, Salesforce permissions, user profile setup, test dial session