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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.
  • automatically create an 'Activity' record against the callers's Account.

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

  • Phone
  • MobilePhone
  • HomePhone

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

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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 provides a number of articles on configuring Salesforce when using a Call Centre module:

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

Click the below link to install Noojee CTI for Saleforce.

Install URL

To configure Noojee CTI:

  • Obtain the Noojee Contact API Key
  • Install the Noojee CTI package
  • Create and configure a Call Centre in Salesforce.
  • Enable a remote site for your Noojee PBX.
  • Configure the rules for the softphone layout (what information is popped when a call arrives).
  • Add users to the Noojee Call Centre in salesforce.

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