Phone IQ, Inc.

Nahuel Flores

Setup the PhoneIQ - Salesforce Integration

Salesforce CTI & Integration Guide

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

Initial Setup

How to relate calls to objects that are not synced with PhoneIQ

Re-assign an active call to a Salesforce object not synced to PhoneIQ

Manage click to dial functionality in the PhoneIQ Salesforce CTI

Click to dial in Salesforce

Add a customized greeting message to your voicemail box, enable voicemail to email, and voicemail transcription.

Managing a users voicemail greeting, voicemail to email and transcription

Relate phone calls to any Salesforce custom or standard object.

PhoneIQ In Call Actions - Relate to object

View call details about a phone call made with PhoneIQ

PhoneIQ  - Call Details

PhoneIQ In Call Actions - Assign to Opportunity

PhoneIQ In Call Actions - Assign to Case

PhoneIQ In Call Actions - Create Task

PhoneIQ In Call Actions - Create Event

PhoneIQ In Call Actions - Assign to Account

PhoneIQ In Call Actions - Add Tags

Easily manage your devices, screen pop and local presence settings.

PhoneIQ CTI Call handling settings.

PhoneIQ In Call Actions - Add Comments

How to select a Salesforce Record when a number is duplicated across multiple CRM records

Learn how to use the PhoneIQ softphone within Salesforce.

Making and taking calls using the PhoneIQ CTI in Salesforce Lightning.

Leverage automated and preview dialing to boost outbound connections

Using the PhoneIQ Power & Preview Dialer for Outbound Campaigns

PhoneIQ Softphone Features

Learn how to read and personalize your Dials to Opportunities Dashboard.

Salesforce - PhoneIQ Dials to Opportunities Dashboard

Learn how to read and personalize your After Call Work Dashboard.

Salesforce - PhoneIQ After Call Work Dashboard

Learn how to read and personalize your Queue Agent Dashboard.

Salesforce - PhoneIQ Queue Agent Performance Dashboard

Learn how to read and personalize your Queue Dashboard.

Salesforce - PhoneIQ Queue Performance Dashboard

Learn how to read and personalize your Agent Dashboard.

Salesforce - PhoneIQ Agent Performance Dashboard

Learn how to read and personalize your Department Dashboard.

Salesforce - PhoneIQ Department Performance Dashboard

Our Salesforce integration comes with a set of pre-built dashboards and reports that you can use or copy to meet your reporting goals.

PhoneIQ Dashboards - Salesforce Reports

Reporting

Find answers and get help from Intercom Support and Community Experts

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