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Info

This guide will lead you through the process of Salesforce Lightning integration usage, starting from a Softphone installation and activation, and ending with practical examples for call receiving. 

Requirements: 

  • WMS version: 4.01 or higher
  • Wildix UC-Business or UC-Premium license 
  • Salesforce license with access to the Lightning Platform
  • Activated Salesforce Payment Plan to set up Call Center, check the prices here

Created: June 2019

Updated: July 2022

Permalinkhttps://wildix.atlassian.net/wiki/x/VgvOAQ

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Warning

Important: Record types (used for Contacts) should be set up in Salesforce to be able to install Wildix Integration. See How to set up Record Types in Salesforce.

In case record types are not set, you may face the following issue when installing Wildix Integration:

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