Published feature support
What this configuration supports
- Address Book Search
- Supported
- Caller details preview
- Supported
- Pop contact in edit mode
- Not marked supported
- Live Mode
- Not marked 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
- Not marked supported
- Additional features
- Not marked supported
Notes & advisories
This integration uses SOAP 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.
If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.
Add-in supports the use of Salesforce custom URLs for Accounts, Contacts, and Leads, if required.
References & walkthroughs
Watch Integration Video (https://vimeo.com/465404788)
Salesforce (http://www.salesforce.com)
Original Telogix listing