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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: 4.01 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: April 2021May 2024

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


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    titleFeatures

    • Click-to-call

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

    ...

    Table of Contents
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    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.

    ...

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


    Step - 3

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    You see a popup with two options:

    ...

    Choose Wildix Classic Call Center and click Save.

    Switch


    Note

    In order to switch to Salesforce Lightning you also need to change Lighten Call Center.  

    ...

    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:

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    3. Click Install:
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    4. The integration gets installed:

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    Note

    Note: When Salesforce Telephony is installed, the relevant salesforce_telephony app is added to OAuth 2.0 applications in WMS -> Integrations -> Applications. Please do not delete it, otherwise the integration will not work.

    Application Usage

    Warning

    Keep Collaboration open while working with the app. 

    ...