Salesforce CTI & Integration Guide

Setup the PhoneIQ - Salesforce Integration

Juan Manchoulas avatar Sabrina Viscardi avatar
34 articles in this collection
Written by Juan Manchoulas and Sabrina Viscardi
Initial Setup

Installing PhoneIQ in your Salesforce Org.

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Written by Juan Manchoulas
Updated over a week ago

Syncing contacts, leads & accounts between Salesforce & PhoneIQ.

Setup real time, contact sync between Salesforce and PhoneIQ.
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Written by Sabrina Viscardi
Updated over a week ago

Connecting PhoneIQ and Salesforce via API.

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Written by Juan Manchoulas
Updated over a week ago

Syncing contacts & leads between Salesforce & PhoneIQ.

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

Setting your Salesforce CTI Panel Width and Height

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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.
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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.
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Written by Juan Manchoulas
Updated over a week ago

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

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Written by Juan Manchoulas
Updated over a week ago

Assigning PhoneIQ Licenses in Salesforce

Assign licenses to PhoneIQ users in Salesforce
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Written by Juan Manchoulas
Updated over a week ago

Enabling Support for Salesforce Person Account

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Written by Juan Manchoulas
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PhoneIQ Softphone Features

PhoneIQ In Call Actions - Relate to object

Relate phone calls to any Salesforce custom or standard object.
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Written by Sabrina Viscardi
Updated over a week ago

PhoneIQ - Call Details

View call details about a phone call made with PhoneIQ
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Written by Juan Manchoulas
Updated over a week ago

PhoneIQ In Call Actions - Assign to Opportunity

In Call Actions - Assign to Opportunity
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Written by Juan Manchoulas
Updated over a week ago

PhoneIQ In Call Actions - Assign to Case

In Call Actions - Assign to Case
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Written by Juan Manchoulas
Updated over a week ago

PhoneIQ In Call Actions - Create Task

In Call Actions - Create Task
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Written by Juan Manchoulas
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PhoneIQ In Call Actions - Create Event

In Call Actions - Create Event
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Written by Juan Manchoulas
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PhoneIQ In Call Actions - Assign to Account

In Call Actions - Assign to Account
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Written by Juan Manchoulas
Updated over a week ago

PhoneIQ In Call Actions - Add Tags

In Call Actions - Add Tags
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Written by Juan Manchoulas
Updated over a week ago

PhoneIQ In Call Actions - Add Comments

In Call Actions - Add Comments
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Written by Juan Manchoulas
Updated over a week ago

PhoneIQ CTI Call handling settings.

Easily manage your devices, screen pop and local presence settings.
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Written by Juan Manchoulas
Updated over a week ago

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

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Written by Juan Manchoulas
Updated over a week ago

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

Learn how to use the PhoneIQ softphone within Salesforce.
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Written by Juan Manchoulas
Updated over a week ago

Using the PhoneIQ Power & Preview Dialer for Outbound Campaigns

Leverage automated and preview dialing to boost outbound connections
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Written by Juan Manchoulas
Updated over a week ago

Salesforce High Velocity Sales Integration

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Written by Juan Manchoulas
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High Velocity Sales cadence branching using call results & call disposition codes

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Written by Juan Manchoulas
Updated over a week ago