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<span class="page-title-pdf">Salesforce Classic Integration 1.0 - User Guide - English</span>


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Info

This guide will lead you through the process of Salesforce Classic integration usage, starting from a Softphone installation and activation, and ending with practical examples for call receiving.  

Requirements

Created: June 2019

Updated: January July 2020

Permalink: https://confluence.wildix.com/x/XQCqAg

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Table of Contents
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Link to the application

Note

You must uninstall the previous version before the manual update

You need to get the application from this link

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Choose these states of radio buttons:

  • Rename conflicting components in the package
  • Install for All Users

And press Install. This process may take several minutes

The integration is available for the installation through the Salesforce AppExchange

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Call Сenter

Setup

Step - 1

  • 1 - Click on your Profile name
  • 2 - Go to My Settings page

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  • Wildix Classic Call Center - will work only for Classic interface
  • Wildix Lightning Call Center - will work only for Lightning version

Choose WIldix Wildix Classic Call Center and click Save.

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Note

In order to switch for Salesforce Lightning you also need to choose change Lighten Call Center.  

Step - 1

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The application contains four tabs:

Menu

Main tab of the application

  • Search bar for Contacts
  • Search Results with contacts info and Click-to-call function

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