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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 .
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.
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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