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After you have met the above prerequisites, you are ready to connect your Conversation API account and project to your Salesforce account. This is accomplished by connecting both your Salesforce account and your Conversation API project to the Omnichannel Connector app.
To accomplish both tasks, click the AppExchange tab in the Salesforce Marketing Cloud UI and select Omnichannel Connector. Then, complete the steps described in the subsections below.
On the Sinch Omnichannel Connector package page, the Connect your Salesforce account to Omnichannel Connector section is displayed. Review the corresponding text and click Connect Salesforce account. This will connect your Salesforce account to the Omnichannel Connector.
After connecting your Salesforce account, The Connect to Conversation API section is displayed. You must connect your Conversation API project to the Omnichannel Connector. In order to connect your Conversation API project to the Omnichannel connector, you'll need to have the following pieces of information (found on the Sinch Build Dashboard) readily available:
- Your access key ID
- Your access key secret
- Your project ID
To connect your account, simply enter this information into the corresponding fields. Then, click Connect to Conversation API. You may also disconnect your Conversation API project from the Omnichannel Connector app at any time.
In most cases, will only need to complete the process of connecting your Conversation API project to the Omnichannel Connector once. However, if you wish to connect to another project, or if your connection credentials change, you must disconnect your previous connection and reconnect using your new credentials.
A summary of your configured Conversation API apps, channels, and templates is displayed.
After connecting your accounts, you may navigate back to the screen on which you configured the connections to update global settings that apply to all Omnichannel Connectory activities across your organization.
Currently, the only available global setting is the option to store all delivery report events as separate entries in a corresponding Data Extension.
To update these global settings:
Click the AppExchange tab in the Salesforce Marketing Cloud UI and select Omnichannel Connector.
Navigate to the Global settings panel.
Configure the settings appropriately for your solution. Note that these settings will apply to all omnichannel Connector activities across your organization.
Click Save changes.