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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 20232024

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

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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. 

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