All CollectionsSalesforce CTI & Integration Guide
By Nahuel and 1 other2 authors14 articles
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