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  • use 'Click to Dial' from any phone number in Salesforce (at least any phone number in a Saleforce 'Phone' type field).
  • use Screen Pops which will automatically pop an Account's details, Cases or other items you choose when a call from a customer rings on the user's Noojee phone.
  • automatically create an 'Activity' record against the callers's Account recording the calls details (caller, date/time, duration, agent etc).

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Note: Screen Pops are based on a normalised version of the following Contact fields:

  • Phone
  • MobilePhone
  • HomePhone

Salesforce Lightening Editions provide a Call Centre module that allows Call Centre software such as Noojee Contact to be directly integerated wth integrated with Saleforce. 

This type of integration is referred to a Computer Telephone Integration (CTI).

Noojee's Salesforce CTI module is a standard Salesforce package that is simple to install and configure.

Noojee's Salesforce CTI module does NOT require any software to be installed other than the Saleforce Noojee CIT package (yes it has magic built in (smile).

Requirements

  • Salesforce Lightenting Edition
  • Salesforce Call Centre Module
  • Noojee Contact 6.5 or above.

Salesforce Provide a number of articles on configure Salesforce when using a Call Centre module:

https://help.salesforce.com/articleView?id=cti_admin_overview.htm&type=5

Install URL

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t6F0000040zFV

To configure Noojee CTI:

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