Page Comparison

<div id="fb-root"></div>
<script>(function(d, s, id) {
  var js, fjs = d.getElementsByTagName(s)[0];
  if (d.getElementById(id)) return;
  js = d.createElement(s); js.id = id;
  js.src = 'https://connect.facebook.net/en_US/sdk.js#xfbml=1&version=v2.11';
  fjs.parentNode.insertBefore(js, fjs);
}(document, 'script', 'facebook-jssdk'));</script>

<div class="fb-like" data-href="#" data-layout="button_count" data-action="recommend" data-size="large" data-show-faces="true" data-share="true"></div>

 <div class="lang-box-pdf">
	<div>
		<div class="google-lang">
			<div id="google_translate_element">
			</div>
			<script type="text/javascript">
					function googleTranslateElementInit() {
						new google.translate.TranslateElement({pageLanguage: 'en', includedLanguages: 'de,es,fr,it,nl', autoDisplay: false}, 'google_translate_element');
						}
			</script>
			<script type="text/javascript" src="//translate.google.com/translate_a/element.js?cb=googleTranslateElementInit"></script>
		</div>
		
		<div class="pdf-button">
			<a href="https://confluence.wildix.com/spaces/flyingpdf/pdfpageexport.action?pageId=44695645" alt="Convert to .pdf" title="Convert to .pdf"><img src="https://confluence.wildix.com/download/attachments/14549012/pdf-button-download-wildix-documentation.png"></a>
		</div>
	</div>
</div>

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.

Image Added

Call Сenter

Setup

Step - 1

Image Added

• 1 - Click on your Profile name
• 2 - Go to the My Settings page

Step - 2

Image Added

• Choose Advanced User Details subcategory
• Press the Edit button
• Scroll down to the Call Center field and press the Magnifier button

Image Added

Step - 3

Image Added

You see a popup with two options:

...

Choose Wildix Classic Call Center and click Save.

Switch

Step - 1

Image Added

• 1 - Click on your profile
• 2 - Go to the Settings page

Step - 2

Image Added

• Choose Advanced User Details subcategory
• Press the Edit button
• Scroll down to the Call Center field and press the Magnifier button
  
  

Image Added

Step - 3

Image Added

You see a popup with only one option. Click on Clear Search Results to get:

• Wildix Classic Call Center - will work only for Classic interface
• Wildix Lighten Call Center - will work only for Lightning version

Choose Lighten and click Save.

Enable Salesforce Telephony in WMS

To be able to log in to the integration and performs calls, make sure to install Salesforce Telephony in WMS:

1. Go to PBX -> Integrations -> Cloud integrations
2. Click on Salesforce Telephony:
   
   Image Added
3. Click Install:
   Image Added
4. The integration gets installed:
   
   Image Added

Application Usage

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.

Image Added

The application contains four tabs:

...

Main tab of the application

• Search bar for Contacts
• Search Results with contacts info and Click-to-call function

Phone

This tab is opening automatically if you have a call

• Shows caller info 
• Suggest to add in the contact list

History

Image Added

List of previous calls with:

• Phone number
• Name of contact
• Data of call
• Duration of a call

Dialer settings

Application has two checkboxes

• Enable auto-opening of found contacts
• Enable auto-opening of found contacts when receiving an incoming call

Image Added

Make a Call

Making a Call by Click-to-Dial

Image Added

1. Locate the number that you want to dial in the Contact Page.
2. Click the the Image Modifiedbutton or the number. The number is automatically dialed in the softphone (Collaboration application).
   • A number that has already been clicked cannot be clicked again for five seconds.
   • The The Image Modified button  button does not appear next to fax numbers.
   •  Image Modified icon displays if you have trouble with connection to collaborationCollaboration

Making a Call by Application

Image Added

1. Go to the Menu tab.
2. Search for the right contact.
   
   • By using the search bar.
   • By choosing from previous calls.
3. Call it by pressing.
   • Action icon.
   • Contact name.
   • Contact number

Answer a Call

For accepting an incoming call you have to open Collaboration. A  A call dialog window is displayed when there is an incoming call: 

1. To answer a call: click the green green Handset icon icon

2. To decline a call: click the the Hang up (red) icon

You can set up automatic call forwarding based on user status (available, DND, away) and call type (internal, external, whitelist, blacklist). See chapter: Call Features.