Salesforce CTI & Integration Guide

Setup the PhoneIQ - Salesforce Integration

Juan Manchoulas avatar Maria Eugenia Cabrera avatar
37 articles in this collection
Written by Juan Manchoulas and Maria Eugenia Cabrera
Initial Setup

Setup your contact sync to CDC

How to setup your contact sync to CDC from your Salesforce.
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Written by Maria Eugenia Cabrera
Updated over a week ago

Installing PhoneIQ in your Salesforce Org.

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Written by Juan Manchoulas
Updated over a week ago

Add additional call information to the Salesforce Task "Comments" Field

This article will help populate the comment's field with additional call data in Salesforce.
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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 Juan Manchoulas
Updated over a week ago

Connecting PhoneIQ and Salesforce via API.

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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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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 for Calls and SMS/MMS

Viewing PhoneIQ Custom Fields in Salesforce like Call Recording, Disposition Codes, Tags, Message Type, Message Details, 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
Updated over a week ago

Manual SF Change Data Capture Configuration

How to enable CDC channels.
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Written by Juan Manchoulas
Updated over a week ago
PhoneIQ Softphone Features

Re-assign an active call to a Salesforce object not synced to PhoneIQ

How to relate calls to objects that are not synced with PhoneIQ
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Written by Maria Eugenia Cabrera
Updated over a week ago

Click to dial in Salesforce

Manage click to dial functionality in the PhoneIQ Salesforce CTI
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Written by Juan Manchoulas
Updated over a week ago

Managing a users voicemail greeting, voicemail to email and transcription

Add a customized greeting message to your voicemail box, enable voicemail to email, and voicemail transcription.
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Written by Juan Manchoulas
Updated over a week ago

PhoneIQ In Call Actions - Relate to object

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

PhoneIQ In Call Actions - Create Event

In Call Actions - Create Event
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Updated over a week ago

PhoneIQ In Call Actions - Assign to Account

In Call Actions - Assign to Account
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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 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

PhoneIQ In Call Actions - Add Comments

In Call Actions - Add Comments
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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