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Salesforce

Integration Type

Plus Client Add-In

Add-in Classification

Standard

Product / License Type

Unite

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Salesforce

Application:

Salesforce

Version:

Using Open CTI

Market:

General CRM

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via Go Integrator for Netsapiens:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Pop contact in edit mode:

Automatic call activity logging:

Manual call activity logging:

Additional features:

Integration with Notes:

Add contact:

Live Mode:

Cached Mode:

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 Client
  • This 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. 

Other Information

Operating System:

Windows

Installation Options:

Optional.

Product:

Go Integrator Nava

References