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Salesforce CTI & Integration Guide
Initial Setup
Installing PhoneIQ in your Salesforce Org.
Installing PhoneIQ in your Salesforce Org.
Juan Manchoulas avatar
Written by Juan Manchoulas
Updated over a week ago

Download and Install PhoneIQ for Salesforce

Locate the PhoneIQ for Salesforce package on the Salesforce AppExchange and install it by clicking “Get It Now”. If you can't find the app please reach out to [email protected] to request your installation link.

Select Salesforce Profiles

Select to which Salesforce profiles you would like to install PhoneIQ for Salesforce and click“Install”. We recommend installing PhoneIQ for System Administrators only, since you’ll be able to grant access to users at a later step in the configuration process.

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