The MXO Adapter for Salesforce makes it easy for you to use your Salesforce Core customer data within MXO, and lets you display customer knowledge and customer activity captured across your Touchpoints within Salesforce Core.

Used in conjunction with the MXO Data Adapter framework, the integration between Salesforce Core and MXO enables the sharing of information between both systems, as follows:

• Provides MXO with access to customer insights and information held within Salesforce Core for use in decisioning.
• Provides your agents using Salesforce Core with information about the Next Best Conversation for a customer based on information stored in the MXO AEP.
• Provides MXO with the ability to drive action in Salesforce Core, based on customer activity on your Touchpoints. For example, creating a sales lead, opening a support case, or updating data for an existing customer.
• Provides your agents with information about a customers recent interactions across all Touchpoints so that they can better understand the customers context and journey up to the point they are interacting with them.

The content in this section provide detailed information about the steps you need to follow to integrate Salesforce Core with MXO, along with a set of step-by-step instructions for common scenarios that demonstrate this integration.