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Info

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:  

  • WMS version: 5.01 or higher
  • Wildix UC-Business or UC-Premium license 
  • Salesforce license with access to the Classic Platform
  • Activated Salesforce Payment Plan to set up Call Center, check the prices here
    • Your Salesforce domain should be whitelisted on the PBX

    Created: June 2019

    Updated: January May 2024

    Permalink: https://wildix.atlassian.net/wiki/x/AArOAQ


    Panel
    borderColor#ededed
    bgColor#ffffff
    titleColor#000000
    borderWidth1px
    titleBGColor#ededed
    borderStylesolid
    titleFeatures

    • Click-to-call

    • Call History
    • Search Bar for the contacts
    • Auto-detect existing contact and redirect to his page

    ...

    Table of Contents
    maxLevel3

    Requirements: 

    • WMS version: 5.01 or higher
    • Wildix UC-Business or UC-Premium license 
    • Salesforce license with access to the Classic Platform
    • Activated Salesforce Payment Plan to set up Call Center, check the prices here
    • Your Salesforce domain should be whitelisted on the PBX

    Link to the application

    The integration is available for the installation through the Salesforce AppExchange.

    ...