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Salesforce CTI & Integration Guide
Setup the PhoneIQ - Salesforce Integration
34 articles in this collection
Written by
Juan Manchoulas
and
Sabrina Viscardi
Initial Setup
Installing PhoneIQ in your Salesforce Org.
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.
Written by
Sabrina Viscardi
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
PhoneIQ In Call Actions - Relate to object
Relate phone calls to any Salesforce custom or standard object.
Written by
Sabrina Viscardi
Updated over a week ago
PhoneIQ - Call Details
View call details about a phone call made with PhoneIQ
Written by
Juan Manchoulas
Updated over a week ago
PhoneIQ In Call Actions - Assign to Opportunity
In Call Actions - Assign to Opportunity
Written by
Juan Manchoulas
Updated over a week ago
PhoneIQ In Call Actions - Assign to Case
In Call Actions - Assign to Case
Written by
Juan Manchoulas
Updated over a week ago
PhoneIQ In Call Actions - Create Task
In Call Actions - Create Task
Written by
Juan Manchoulas
Updated over a week ago
PhoneIQ In Call Actions - Create Event
In Call Actions - Create Event
Written by
Juan Manchoulas
Updated over a week ago
PhoneIQ In Call Actions - Assign to Account
In Call Actions - Assign to Account
Written by
Juan Manchoulas
Updated over a week ago
PhoneIQ In Call Actions - Add Tags
In Call Actions - Add Tags
Written by
Juan Manchoulas
Updated over a week ago
PhoneIQ In Call Actions - Add Comments
In Call Actions - Add Comments
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
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
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
High Velocity Sales cadence branching using call results & call disposition codes
Written by
Juan Manchoulas
Updated over a week ago
Reporting
Salesforce - PhoneIQ Dials to Opportunities Dashboard
Learn how to read and personalize your Dials to Opportunities Dashboard.
Written by
Juan Manchoulas
Updated over a week ago
Salesforce - PhoneIQ After Call Work Dashboard
Learn how to read and personalize your After Call Work Dashboard.
Written by
Juan Manchoulas
Updated over a week ago
Salesforce - PhoneIQ Queue Agent Performance Dashboard
Learn how to read and personalize your Queue Agent Dashboard.
Written by
Juan Manchoulas
Updated over a week ago
Salesforce - PhoneIQ Queue Performance Dashboard
Learn how to read and personalize your Queue Dashboard.
Written by
Juan Manchoulas
Updated over a week ago
Salesforce - PhoneIQ Agent Performance Dashboard
Learn how to read and personalize your Agent Dashboard.
Written by
Juan Manchoulas
Updated over a week ago
Salesforce - PhoneIQ Department Performance Dashboard
Learn how to read and personalize your Department Dashboard.
Written by
Juan Manchoulas
Updated over a week ago
PhoneIQ Dashboards - Salesforce Reports
Our Salesforce integration comes with a set of pre-built dashboards and reports that you can use or copy to meet your reporting goals.
Written by
Juan Manchoulas
Updated over a week ago