📋 Summary

This video explains how users who have purchased phone numbers through PhoneBurner and take calls within PhoneBurner can manage their voicemail more efficiently—especially when they cannot answer calls live. It details how to access call history and voicemail directly in Salesforce without needing to log into PhoneBurner separately. The process includes setting up a "named credential" in Salesforce by creating a PhoneBurner integration using API and user keys obtained from PhoneBurner. Once the named credential is configured, users can add the "Inbound Calls" tab to their Salesforce navigation menu, enabling them to check call history and voicemails directly within Salesforce. This streamlined setup helps users stay efficient by centralizing communication tools.

🏷️ Tags

PhoneBurner, Salesforce, inbound calls, voicemail access, named credential, Salesforce integration, API key, user key, call history, voicemail management, Salesforce navigation

📝 Cleaned-Up Transcript

On this video, I want to talk to you about your inbound settings—specifically for those of you using the PhoneBurner system as your phone system. If you’ve purchased phone numbers through PhoneBurner and are taking calls inside PhoneBurner, there may be times you cannot take calls live. In these cases, you want people to be able to leave you a voicemail in your PhoneBurner account.

In your PhoneBurner account, you have access to the "Inbound" tab that allows you to view your call history and voicemail box. Now, if you're also using Salesforce, you may not want to log in separately to your PhoneBurner account just to check your voicemail. Since you're already in Salesforce, it’s simpler to check your voicemail box there.

You can easily do this. First, make sure you have a named credential set up in your Salesforce account:

• Go to your Salesforce settings.

• Click on "Authentication Settings for External Systems."

• If you don't already have a PhoneBurner named credential, click the "New" button.

When creating the named credential:

• Set it up specifically for PhoneBurner.

• Assign it to your Salesforce user.

• You'll also need to enter a username and password.

To get your username and password:

• Go back to PhoneBurner.

• Click on your initials in the upper-right corner of the page.

• Navigate to "Integrations."

• Click on the "Salesforce Integration" option.

From there:

• In Step Two (API and User Keys), if you haven't already generated an API key, click "Generate."

• Copy the API key and paste it into the Password field for the named credential in Salesforce.

• Then, copy the User Key and paste it into the Username field.

• Save it.

Once you save it, you’ll have a named credential tied to your specific PhoneBurner account inside Salesforce. This unlocks a few options we’ve discussed in other training videos. Today, we’re focusing specifically on accessing the inbound tab from Salesforce.

Now, to set it up:

• Go to the Salesforce app you usually work out of (for most people, it’s the Sales app).

• Click the pencil icon in the upper-right corner.

• Click "Add More Items."

• On the left-hand side, click "All."

• In the search bar, type "Inbound."

• You’ll see "Inbound Calls" appear. Click the plus sign next to it.

• Then click "Add Nav Item."

After adding it, you’ll see the Inbound option in your navigation menu. You can drag it up or down to position it where you like. Once it’s positioned, click "Save."

Now you’ll have an "Inbound Calls" tab available. Clicking it will allow you to see your call history and access your voicemail box directly inside Salesforce, without needing to go back to PhoneBurner.

And that’s how simple it is to configure your Salesforce account to access your call history and voicemail box from PhoneBurner.

Thanks for taking a moment to watch this video—and happy dialing!