How do I add softphone to call center?
Scroll down to Call Center Users and click Manage Call Center Users. Click Add More Users. Click Find. Select yourself and Ada Balewa from the list of names that appears, and click Add to Call Center. Now that you’ve installed the softphone, review the layout settings and assign which profiles see the layout you customized.
How to add softphone to Salesforce.com app?
Click the Home tab for Service Setup Home. Enter Softphone Layouts in the Quick Find box, and select Softphone Layouts. Click Continue if prompted. Click New and fill in the details. In the Display these salesforce.com objects section, click Add/Remove Objects.
How to add softphone utility to your app unit?
To set up the softphone utility for Ada, install an Open CTI Demo package in your Trailhead Playground. First, scroll to the bottom of this page and click Launch. If you see a tab in your org labeled Install a Package, great! Follow the steps below. If not, click the App Launcher then click Playground Starter and follow the steps.
How do I make a soft phone call?
In Enter a Name or Number type Jack and press Enter on your keyboard. Click Jack Rogers. Note that the Contact record opens while calling the contact. Click End to end the call. Click the phone icon on the top-right of the softphone to simulate an incoming call.
What do you need to know about soft phones?
Softphones for VoIP. SoftPhones (also known as a VoIP Soft Client) are software based IP technology that allows end users to send and receive calls using a computer and work with a variety of VoIP codecs.
Where do I find softphone in Lightning console?
It appears as a fixed footer in your Lightning console app and opens utilities in docked panels. Some utilities support pop-out, which lets them open in a new browser window. Softphone utilities let your Lightning console users make calls directly from Salesforce.