Create Softphone Layouts
- Brett Sutton (Deactivated)
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'.
Select Softphone Layouts
Click Continue on the 'Say Hello...' screen.
Note: a 'Standard Softphone Layout' may already exist in which case you don't need to add a new one.
Simply edit the existing layout and mark it as the default layout.
otherwise:
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.