Configure screen Pops

Owned by Brett Sutton (Deactivated)
Last updated: Oct 26, 2021
1 min read

When an incoming call arrives you can configure what Salesforce objects are displayed based on the caller id.

To configure what objects are popped open the Softphone Layout and Add/Remove or Edit objects that you want to pop.

You can also configure how the screen is popped the Screen Pop Settings.

 

To alter the screen Pops.

  • Navigate to the Salesforce Setup menu

  • Search for 'Softphone Layouts'.

  • Select Softphone Layouts

  • Click Continue on the 'Say Hello...' screen (if it appears)

  • Select the Softphone Layout you wish to change.

  • Simply edit the existing layout and mark it as the default layout.