Phone IQ, Inc.

How to setup your contact sync to CDC from your Salesforce.

Setup your contact sync to CDC

Installing PhoneIQ in your Salesforce Org.

This article will help populate the comment's field with additional call data in Salesforce.

Add additional call information to the Salesforce Task "Comments" Field

Setup real time, contact sync between Salesforce and PhoneIQ.

Syncing contacts, leads & accounts between Salesforce & PhoneIQ.

Connecting PhoneIQ and Salesforce via API.

Trigger actions in Salesforce based on different PhoneIQ events.

Setting up Automated Call Logging and Workflow Automation with Salesforce.

Learn how to activate the PhoneIQ within your favorite lightning apps.

Activating the PhoneIQ Softphone in Salesforce Lightning.

Setting your Salesforce CTI Panel Width and Height

Smart routing helps connect callers to the best agent based on Salesforce data.

Smart Routing: Salesforce powered Call Routing.

Manage PhoneIQ settings and custom field visibility and accessibility among your users.

Managing PhoneIQ Permission Sets.

Viewing PhoneIQ Custom Fields in Salesforce like Call Recording, Disposition Codes, Tags, Message Type, Message Details, etc.

Visualizing custom fields within Salesforce Tasks for Calls and SMS/MMS

Assign licenses to PhoneIQ users in Salesforce

Assigning PhoneIQ Licenses in Salesforce

Enabling Support for Salesforce Person Account

Manual SF Change Data Capture Configuration

Nahuel Flores

Initial Setup

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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