CloudTalk | AI Business Calling for Salesforce Service Cloud Voice
CloudTalk for Salesforce Service Cloud Voice Handle every customer call without leaving Salesforce. Agents make and receive calls right where they already work — the phone lives inside the Omni-Channel panel in Salesforce. Answer every call already knowing who's on the line. When a call comes in, caller details appear automatically. Customer records, related Salesforce objects, and past interactions are on screen before the conversation starts. Stop logging calls by hand. Every call is captured automatically with its duration, status, and linked records, and appears in My Work and activity history the moment it ends. Hand off calls without dropping the customer. Transfers work three ways: blind transfer for instant handoffs, blind transfer with Safe Mode to confirm the receiving agent connects before the original agent leaves, and warm transfer to brief a colleague first. Reach the right record every time. Inbound and outbound calls are matched automatically to existing Contacts, Leads, and Accounts.
Top keywords
- call4×2.61%
- calls4×2.61%
- salesforce4×2.61%
- automatically3×1.96%
- customer3×1.96%
- transfer3×1.96%
- work3×1.96%
- agent2×1.31%
- already2×1.31%
- blind2×1.31%
- blind transfer2×1.31%
- hand2×1.31%
External Identity Provider for Salesforce Contacts, Accounts & Custom Objects
# Transform Salesforce Records into Secure Customer Identities Enable customers, partners, vendors, members, students, patients, and other external users to securely access applications using their Salesforce records. Instead of creating Salesforce Users or purchasing additional Experience Cloud or Identity licenses, use Contacts, Accounts, Leads, Person Accounts, and any standard or custom object as digital identities. Transform Salesforce into a Customer Identity and Access Management (CIAM) platform and Identity Provider (IdP) for external authentication and Single Sign-On (SSO). ## Key Capabilities • Authenticate Contacts, Accounts, Leads, Person Accounts, and Custom Objects • SAML 2.0, OpenID Connect (OIDC), OAuth 2.0, and JWT Authentication • Passwordless Login and Magic Link Authentication • Just-In-Time (JIT) Provisioning and User Attribute Mapping • Support for WordPress, Shopify, SaaS, and all external applications ## Common Usecases • Customer Portals • Partner Portals • Ecommerce Platforms ## Benefits • No Salesforce User Licenses Required • Reduce Experience Cloud Licensing Costs • Salesforce as a Single Source of Truth • Secure SSO Across Multiple Applications
Top keywords
- salesforce6×3.95%
- accounts4×2.63%
- applications3×1.97%
- authentication3×1.97%
- customer3×1.97%
- external3×1.97%
- identity3×1.97%
