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General CRM · Salesforce

Salesforce

MacStandardPlus Client Add-In
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Published feature support

What this configuration supports

Address Book Search
Supported
Caller details preview
Supported
Pop contact in edit mode
Supported
Live Mode
Supported
Click to dial via Telogix
Supported
Manual screen pop
Supported
Automatic call activity logging
Supported
Integration with Notes
Not marked supported
Cached Mode
Not marked supported
Click to dial via business application
Not marked supported
Auto screen pop
Supported
Manual call activity logging
Supported
Add contact
Supported
Additional features
Not marked supported

Notes & advisories

This integration uses Open CTI, and is supported in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions of Salesforce.Requires configuration within Salesforce call centre and UC ClientThis integration must be used in Salesforce Lightning Experience, and users need to be logged in to Salesforce and have it running to use this integration.Due to a limitation of the API, when searching the Address Book by Contact name, the Telephone number is not returned.Due to a limitation of the API, only the Contact Name, Telephone number and ID (to pop the contact) are shown on the Preview Window.

References & walkthroughs

Original Telogix listing