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Salesforce CTI & Integration Guide
Setup the PhoneIQ - Salesforce Integration
Setup your contact sync to CDC
Installing PhoneIQ in your Salesforce Org.
Add additional call information to the Salesforce Task "Comments" Field
Syncing contacts, leads & accounts between Salesforce & PhoneIQ.
Connecting PhoneIQ and Salesforce via API.
Setting up Automated Call Logging and Workflow Automation with Salesforce.
Activating the PhoneIQ Softphone in Salesforce Lightning.
Setting your Salesforce CTI Panel Width and Height
Smart Routing: Salesforce powered Call Routing.
Managing PhoneIQ Permission Sets.
Visualizing custom fields within Salesforce Tasks for Calls and SMS/MMS
Assigning PhoneIQ Licenses in Salesforce
Enabling Support for Salesforce Person Account
Manual SF Change Data Capture Configuration
Click to dial in Salesforce
Re-assign an active call to a Salesforce object not synced to PhoneIQ
Managing a users voicemail greeting, voicemail to email and transcription
PhoneIQ In Call Actions - Relate to object
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
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
Making and taking calls using the PhoneIQ CTI in Salesforce Lightning.
Using the PhoneIQ Power & Preview Dialer for Outbound Campaigns
Salesforce - PhoneIQ Dials to Opportunities Dashboard
Salesforce - PhoneIQ After Call Work Dashboard
Salesforce - PhoneIQ Queue Agent Performance Dashboard
Salesforce - PhoneIQ Queue Performance Dashboard
Salesforce - PhoneIQ Agent Performance Dashboard
Salesforce - PhoneIQ Department Performance Dashboard
PhoneIQ Dashboards - Salesforce Reports