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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:
Created: June 2019 Updated: January July 2020 Permalink: https://confluence.wildix.com/x/XQCqAg |
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Link to the application
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You must uninstall the previous version before the manual update |
You need to get the application from this link
Choose these states of radio buttons:
- Rename conflicting components in the package
- Install for All Users
And press Install. This process may take several minutes. The integration is available for the installation through the Salesforce AppExchange
Call Сenter
Setup
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- Wildix Classic Call Center - will work only for Classic interface
- Wildix Lightning Call Center - will work only for Lightning version
Choose WIldix Wildix Classic Call Center and click Save.
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In order to switch for Salesforce Lightning you also need to choose change Lighten Call Center. |
Step - 1
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The application contains four tabs:
Menu
Main tab of the application
- Search bar for Contacts
- Search Results with contacts info and Click-to-call function
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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.