To use CRM Connect Pro you will need a license, please reach out to Level365 for licensing cost and setup.
Depending on your Salesforce licensing will determine which integration is used. Here are 2 videos by the developer showing the integration.
Salesforce: https://vimeo.com/470558327
Salesforce Lightning: https://vimeo.com/700764810
To get the latest software version click on either Windows or Mac depending on your operating system. You will need to agree to the terms and conditions, and will be prompted for local administrator rights.
Supported Operating Systems
- Windows Server 2022 Desktop Experience Edition
- Windows 11
- Windows 10 (1809 or higher)
Minimum Hardware Requirements
- 64 bit Intel or AMD Processor
- SVGA display
- 2GB Memory
- 1GB free hard drive space
- Network adapter connected to a TCP/IP network
- Keyboard and mouse
Ultra-wide monitors not supported
Supported Operating Systems
- macOS Version 14: Sonoma
- macOS Version 13: Ventura
Minimum Hardware Requirements
- Mac with Intel Processor or Apple Silicon M Chip
- SVGA Display
- 2GB Memory
- 1GB free Hard Drive space
- Network Adapter connected to a TCP/IP Network
- Keyboard and Mouse
Enter the correct access code.
Window: NLEVL
Mac: NLEVL-MAC
You can now log in with your Level365 UC portal credentials, which are also used at https://app.level365.com. If you are unsure of your login information, click HERE.
Select your audio devices on your computer you would like to use.
After clicking Finish, the app should be running in your system tray, as shown by the green circle below. Right-click on it and select Configuration.
Under INTEGRATIONS, select Add New and select Salesforce and then click Set.
Complete the Client id field and then click Authorize.
You can check the integration status by using the below tests.
