> ## Knowledge Base Index
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> Use this file to discover available pages before exploring further.
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# How to set up Salesforce integration with KrispCall

Integrating your Salesforce account with KrispCall brings your calls, messages, and customer data together in one place. The [__KrispCall x Salesforce integration__](https://krispcall.com/integration/salesforce-crm/) makes it easy to keep track of every interaction, automate call and message records, and help your team work more efficiently.

**Pre-requisites**

* API access must be enabled in Salesforce for all users who will use the integration.
* Salesforce Enterprise, Unlimited, Developer, or Performance editions include API access; Professional Edition requires an API add-on. The integration works with all KrispCall subscription plans; each user must have an active KrispCall account.
* The person setting up the integration must be a System Administrator in Salesforce, and the person authorizing the connection **must be an Account Owner (Manager role) in KrispCall**.
* The email address in Salesforce should match the email address in KrispCall for proper user mapping and call logging.
* Salesforce accounts must be active and not restricted by IP login ranges or security settings that block API calls from KrispCall.
* Any “**Login IP Ranges**” or “**Two-Factor Authentication**” rules in Salesforce must allow API access for KrispCall.
* Use an updated web browser (Chrome, Edge, or Firefox recommended).
* Allow KrispCall and Salesforce domains **through your firewall or security software to avoid connection issues.**

## How to Integrate KrispCall Account with Salesforce?

Here are the steps that help you integrate your KrispCall account with KrispCall: 

**Step 1: **[__Log in__](https://login.salesforce.com) to your Salesforce account.

**Step 2: **Before starting the integration process, you’ll need to [__install the KrispCall package__](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ40000000TIT). 

**Step 3:** After clicking on the link, the Salesforce account login page pops up, enter your credentials, and log in. 

**Step 4:** Then, the** “Upgrade KrispCall” **interface pops up, where you get to choose the preferred users for whom you want the integration. 

**Step 5: **Now, you’ll need to tick (✔️) and press **“Upgrade” **or** “Continue,**” whichever option comes at the bottom right of the interface.* (Upgrade options show when the package is an old version)*

**Step 6: **Once this installation process is complete, **navigate to “Setup” **by clicking on the settings icon. 
![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image1_7ezht7.png)

**Step 7: **Search for **call centers in the Quick Find**. Then, click to continue. 
![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image10_16eauae.png)

**Step 8: **Continue with KrispCall CTI Call Center and go to manage users.
![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image24_badsdt.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image22_1sdrzcc.png)

**Step 9: **Click on **add more users** and **click on the find button**. Select the user from the list and click on **“add it to the call center.”**
![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image4_1m6f576.png)

**Step 10:** Now, **search “App manager”** in the setup and find** sales lighting** inside the App Manager. Then click on the edit option as shown below:

![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image19_1tkiapr.png)

**Step 11: **Now, you have to go to Utility Items > Add utility item as OPEN CTI softphone. Give the label name, width, and height of the dialer and save it. 
![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image30_16qv7he.png)

**Step 12:** Finally, the user should be able to view the dialer on the Salesforce sales page. 
![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/2/0/2e202ca49d7e8800/image11_1w4ai1k.png)