Salesforce CTI & Integration Guide

Setup the PhoneIQ - Salesforce Integration

18 articles in this collection
Written by Juan Manchoulas

Initial Setup

Installing PhoneIQ in your Salesforce Org.

Written by Juan Manchoulas
Updated over a week ago

Connecting PhoneIQ and Salesforce via API.

Written by Juan Manchoulas
Updated over a week ago

Syncing contacts & leads between Salesforce & PhoneIQ.

Setup real time, contact sync between Salesforce and PhoneIQ.

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.

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.

Written by Juan Manchoulas
Updated over a week ago

Setting your Salesforce CTI Panel Width and Height

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.

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.

Written by Juan Manchoulas
Updated over a week ago

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

Written by Juan Manchoulas
Updated over a week ago

Assigning PhoneIQ Licenses in Salesforce

Assign licenses to PhoneIQ users in Salesforce

Written by Juan Manchoulas
Updated over a week ago

Enabling Support for Salesforce Person Account

Written by Juan Manchoulas
Updated over a week ago

PhoneIQ Softphone Features

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

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.

Written by Juan Manchoulas
Updated over a week ago

Managing Recents Calls and Voicemails.

Written by Juan Manchoulas
Updated over a week ago

PhoneIQ CTI Call handling settings.

Easily manage your devices, screen pop and local presence settings.

Written by Juan Manchoulas
Updated over a week ago

Creating and managing contacts.

PhoneIQ offers three contact lists: team directory, a shared contact list and a personal contact list that is only accesible by the user.

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

Written by Juan Manchoulas
Updated over a week ago

Salesforce High Velocity Sales Integration

Written by Juan Manchoulas
Updated over a week ago