Enabling CTI for a User
- Brett Sutton (Deactivated)
For a Salesforce User to using Noojee CTI from within Salesforce they must first be configured.
Requirements:
- A Handset or Softphone connected to your Noojee PBX.
- A Salesforce Account
Required Settings for Support or Sales staff taking calls from a Noojee PBX Queue.
- A Noojee Contact Account - required to receive calls from a Noojee Queue.
- The User must have logged into Noojee (at least once) to associate their Account with their Extension.
- Membership in a Noojee Queue.
Configuring a Salesforce User to use Noojee CTI
- Add them to the Noojee Call Centre within Salesforce
- Set their extension No. on the Salesforce User.
Add User to the Noojee Call Centre
From the Salesforce Setup menu:
Search for 'Call Center'
Click the 'Noojee CTI' link on the All Call Centers page.
Click 'Manager Call Centre Users' button at the bottom of the page.
Click the 'Add More Users' button add a new user.
Search for a user
Select the desired users (click the check box before their name).
Click 'Add to Call Centre'
Extension No.
Set their Extension No. on the Salesforce User page.
From the Salesforce Setup menu:
Search for 'Users'
The Extension No. is the extension no. of their Noojee handset and will normally be a 3 or 4 digit no. e.g. 100.
Click Save
Note: A user MUST also belong to a Salesforce Profile that has been assigned to a Softphone Layout.