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This guide will lead you through the process of Salesforce Classic integration usage, starting from a Softphone installation and activation, and ending with practical examples for call receiving. Requirements:
Created: June 2019June 2019 Updated: October 2020April 2021 Permalink: https://confluence.wildix.com/x/XQCqAg |
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The integration is available for the installation through the Salesforce AppExchange.
Call Сenter
Setup
Step - 1
- 1 - Click on your Profile name
- 2 - Go to the My Settings page
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Keep Collaboration open while working with the app. A WP phone has more priority over Collaboration. This means both devices would ring but the audio would be passed through a phone. |
Once you have ended the setup process you can access the application on the left side of the page from all tabs except Reports and Dashboards.
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You can set up automatic call forwarding based on user status (available, DND, away) and call type (internal, external, whitelist, blacklist). See chapter: Features.