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Five9Implementation Guide

Customize Salesforce search and screen-pop results

Define custom search behavior for voice and text interactions in a Five9 Salesforce integration.

What it does

The tutorial documents the custom search class contract and the returned objects and screen-pop URL. Use it when the default search behavior needs to follow your Salesforce data model.

When to use it

  • Salesforce integration
  • Screen pop
  • CRM lookup

What it uses

  • Five9 Salesforce integration
  • Custom search class

Who it’s for

  • Developers
  • Integration Engineers