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Automatic Call Distribution for Salesforce

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Account Owner Extension Lookup

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Account Owner Extension Lookup

 

1.Goal - Get the extension number of the account owner of the caller from the Salesforce to do the call distribution.

 

2. Extension look up service - Help

 

3.Automatic Call Distribution for Salesforce set up for Account Owner Extension Look Up. Default set up available with  Automatic Call Distribution for Salesforce

 

AccountOwnerLookUp

AccountOwnerLookUp_2

 

4.Parameters required for Extension data lookup service

 

1.Extension Lookup ID

 

AccountOwnerLookUp

 

2.Org Id

3.PBX ID

 

MainSetUp_PBXID

 

4.Caller Id

 

5.PBX Token

 

Amazon Connect changes for Account Owner Extension Look Up

 
1. Create a AWS lambda function for extension look up which will send the required parameters to the extension look up service and will return the extension number of the account owner of the caller found in Salesforce.

Lambda_ExtLookUp_0

lambda_ExtLookUp

 

2. Create contact flow in Amazon Connect to call the lambda function and distribute the call to the extension number returned by the lambda.

 

 

PartnerInboundFlow_1

 

PartnerInboundFlow_2

 

 

Note : To test any Automatic Call Distribution for Salesforce set up ,you can use Custom Configuration Test Tool available in PBX test tool