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The integration is available for the installation through the Salesforce AppExchange

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Call Сenter

Setup

Step - 1

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

Step - 2

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

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Step - 3

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You see a popup with two options:

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

Step - 1

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

Step - 2

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

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Step - 3

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

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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 Removed

The application contains four tabs:

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

History

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List of previous calls with:

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Note
By default, Google Chrome does not allow pop-ups. Click on the error icon on the Address bar and change it.

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Make a Call

Making a Call by Click-to-Dial

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1. Locate the number that you want to dial in the Contact Page.
2. Click the button 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  button does not appear next to fax numbers.
   •   icon displays if you have trouble with connection to collaboration

Making a Call by Application

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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

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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.