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Noojee provides a Salesforce package which allows Noojee and Saleforce to be integrated.

The integration allows Salesforce users to:

  • 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.

Salesforce Lightening Edition provide a Call Centre module that allows Call Centre software such as Noojee Contact to be directly integrated with Saleforce. 

This type of integration is referred to a Computer Telephone Integration (CTI).

Noojee's Salesforce CTI module is a standard Salesforce package that is simple to install and configure.

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 (smile).

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.

Install URL


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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