Salesforce allows you to configure your softphone layouts which allows you to:
- Select the call details and Salesforce objects that are automatically displayed with inbound when Noojee CTI Pops a screen.
- A assign a softphone layout to a user profile
Noojee only supports popping softphone layouts for inbound calls.
If necessary you can create multiple softphone layouts for different user needs.
To configure softphone layouts in Salesforce:
Navigate to the Salesforce Setup menu
Search for 'Softphone Layouts'.
Click 'New'
Enter a Name for the Softphone layout e.g 'Service Team' or 'Sales Team'.
If desired mark it as the 'Is Default Layout'.
Select the 'Call Type' Inbound.
Make any changes necessary for Inbound layouts.
Save when done.
Create a Softphone Layout Assignment
Note: You must have added at least one user to the Call Centre before you can create any Softphone Layout Assignments.
The assignment controls which layout a group (profile) of users is associated with and therefore what screens are popped when they answer a call.
Navigate to the Salesforce Setup menu
Search for 'Softphone Layouts'.
Click 'Softphone Layout Assignment'
Choose the User Profile that you want to assign the layout to.
Chose the Layout you want to associate wit the selected User Profile.
Click Save.