Welcome! How can we help?



Salesforce


8 Articles

Resizing the Softphone in Salesforce Lightning

This article covers detailed information regarding the Salesforce integration.  We recommend you start by following the instructions in this article before proceeding.  Salesforce Lightning users have the ability to change the size of the Softphone by completing a few simple steps: 1) In Salesforce, go to Setup 2) In the Quick Find box, type “App Manager” and click App Manager 3)

Using Salesforce Triggers

CTM can integrate directly with your Salesforce account so that calls coming through your tracking numbers appear there automatically as leads or activities.

Salesforce - Creating Tasks for Phone Calls

This article covers detailed information regarding the Salesforce integration.  We recommend you start by following the instructions in this article before proceeding.  There are many benefits with integrating CallTrackingMetrics and Salesforce. One of the most commonly used features is to automatically append calls as activities (tasks) to Lead or Contact records. Once you start sending

Salesforce - Record Creation and Matching

This article covers detailed information regarding the Salesforce integration.  We recommend you start by following the instructions in this article before proceeding.  As your agents are taking calls you can create leads, contacts, or other custom object records via CallTrackingMetrics’ integration with Salesforce and append the call activity to their record. This also can be

Configuring Call Center and Open CTI Softphone (Salesforce Lightning)

This article covers detailed information regarding the Salesforce integration.  We recommend you start by following the instructions in this article before proceeding.  The CallTrackingMetrics softphone can be integrated with your Salesforce Organization via the Open CTI Adapter.  By embedding the softphone in Salesforce, agents can receive calls, make outbound calls, and utilize all the capabilities

Configuring Call Center and Open CTI Softphone (Salesforce Classic)

This article covers detailed information regarding the Salesforce integration.  We recommend you start by following the instructions in this article before proceeding.  The CallTrackingMetrics softphone can be integrated with your Salesforce Organization via the Open CTI Adapter.  By embedding the softphone in Salesforce, agents can receive calls, make outbound calls, and utilize all the capabilities

Importing Past Calls to Salesforce

This article covers detailed information regarding the Salesforce integration.  We recommend you start by following the instructions in this article before proceeding.  Once you have activated your integration with Salesforce, you may choose to send past calls (calls that occurred before integration setup) into your Salesforce account.  It’s important to note that these imported calls will



Support Hours

Monday – Thursday

7:30am – 7:30pm, EST

Friday

7:30am – 5:30pm, EST


X