3. Salesforce

Salesforce Plugin of NCTI premium works with the following Salesforce editions only:

The NCTI premium CRM client enables you to integrate your Salesforce contacts into the telephone system. This allows for upfront information about the contact optimizing work processes and enhancing productivity on the work place.

Manual_8

Right-click on the green icon in your menu bar and select Configuration to access the administration dialogue.

01_Menu_Configuration

Activate Salesforce by clicking on (Add new) in the Integration section. Select Salesforce CRM in the Type dropdown.

Manual_Salesforce_1

Add Salesforce and klick on Save.

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Configuration dialogue

Then you need to configure the Salesforce integration. Follow steps 1–4 on the screenshot.

Section Description
Username
Password
Enter your Salesforce username and password (password + security token)
Object Choose which kind of information you would like to have displayed and check the desired information.
Telephone Enter a telephone number to start an integration test. If successful, information will be displayed in the lower field.
Save Click on Save to validate the settings.

 

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