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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 Wildix UC-Business or UC-Premium license  license 
  • Salesforce license with access to the Classic PlatformClassic 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 2019June 2019

Updated: October 2020April 2021

Permalink: https://confluence.wildix.com/x/XQCqAg


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



Call Сenter

Setup

Step - 1



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

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Warning

Keep Collaboration open while working with the app.

A WP phone has more priority over Collaboration. This means both devices would ring but the audio would be passed through a phone.

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.

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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.