Salesforce CTI & Integration Guide

Setup the PhoneIQ - Salesforce Integration

Juan Manchoulas avatar
15 articles in this collection
Written by Juan Manchoulas
Initial Setup

Installing PhoneIQ in your Salesforce Org.

Juan Manchoulas avatar
Written by Juan Manchoulas
Updated over a week ago

Connecting PhoneIQ and Salesforce via API.

Juan Manchoulas avatar
Written by Juan Manchoulas
Updated over a week ago

Syncing contacts & leads between Salesforce & PhoneIQ.

Setup real time, contact sync between Salesforce and PhoneIQ.
Juan Manchoulas avatar
Written by Juan Manchoulas
Updated over a week ago

Salesforce Contact Sync Required Fields

Enable these fields in Salesforce for real time sync contacts between Salesforce & PhoneIQ
Juan Manchoulas avatar
Written by Juan Manchoulas
Updated over a week ago

Setting up Automated Call Logging and Workflow Automation with Salesforce.

Trigger actions in Salesforce based on different PhoneIQ events.
Juan Manchoulas avatar
Written by Juan Manchoulas
Updated over a week ago

Activating the PhoneIQ Softphone in Salesforce Lightning.

Learn how to activate the PhoneIQ within your favorite lightning apps.
Juan Manchoulas avatar
Written by Juan Manchoulas
Updated over a week ago

Setting your Salesforce CTI Panel Width and Height

Juan Manchoulas avatar
Written by Juan Manchoulas
Updated over a week ago

Smart Routing: Salesforce powered Call Routing.

Smart routing helps connect callers to the best agent based on Salesforce data.
Juan Manchoulas avatar
Written by Juan Manchoulas
Updated over a week ago

Managing PhoneIQ Permission Sets.

Manage PhoneIQ settings and custom field visibility and accessibility among your users.
Juan Manchoulas avatar
Written by Juan Manchoulas
Updated over a week ago

Visualizing custom fields within Salesforce Tasks - (E.g.: Call Recording, Disposition Codes, Tags, etc.).

Juan Manchoulas avatar
Written by Juan Manchoulas
Updated over a week ago