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General CRM · Salesforce

Salesforce

WindowsStandardPlus 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
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 REST API, supported in Salesforce Professional (lightning mode only), Enterprise, and Unlimited EditionsSalesforce 'Console' and 'Omni Channel' not supported. Service Cloud - Integration is available with the tables i.e. contacts, accounts and leads only.  Note, integration does not connect to the fields / tabs of ‘cases’ and ‘solutions’.  Works in Salesforce Sales Cloud, Service Cloud and Financial Services Cloud. Add-in supports the use of Salesforce custom URLs for Accounts, Contacts, and Leads, if required.

References & walkthroughs

Watch Integration Video (https://vimeo.com/470558327) Salesforce (http://www.salesforce.com)
Original Telogix listing