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CTI Data Connector 

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System Requirements

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Telephone System

Find below an overview about different CTI architectures depending on the telephone system (PBX).

 

PBX - On-Premise

Cloud PBX

3CX (including MS Teams)

BroadWorks, Cisco Webex Calling

Skype for Business

Microsoft Teams

Mirage MIA SIP SoftPhone

Amazon Connect

Using CTI Data Connector for Salesforce® with macOS

Salesforce - requirements, custom fields / objects

 

 

 

 

Salesforce license

The Salesforce Lightning Essentials, Professional, Enterprise, Unlimited, Developer Edition, a force.com (Platform license) or App Cloud license is required for the call center functionality. It works with the Sales / Service Cloud in Classic and Lightning Experience. Lightning Essentials, Professional Editions and Classic user interface are supported with limitations.

 

Limitations Professional Edition

call transcription is not possible

 

Limitations for Lightning Essentials

no additional fields in the activities

no incomplete calls TAB

call transcription is not possible

 

Limitations for Classic

no incomplete calls TAB

no SMS outbound

 

 

CTI Data Connector for Salesforce® license

CTI Data Connector for Salesforce® is licensed per user (named license). Some connectors require an add-on license. The Salesforce administrator needs a license to configure the call center.

 

 

Operating System

Only for connectors, installed on the local computer, operating system requirements are relevant and described in the chapter for the connector.

 

Mirage Cloud Service

The Mirage Cloud Service is included in the subscription.

 

Phone system

A phone system which is supported by a Mirage connector. There may be limitations depending on the phone system integration like

 

only one call possible at a time

no presence state synchronisation

Call transfers only possible through devices of the phone system (e.g. desk phone, Software phone) but not in Salesforce

Answer a call only possible through devices of the phone system (e.g. desk phone, Software phone) but not in Salesforce

 

Browser Support

CTI applications have special requirements, as content and status information of a call has to be shared by TABs or Browser instances and each Browser has different options to do that. The following list of browsers are supported by Salesforce for CTI Data Connector SoftPhone:

 

It is recommended to use only the latest Chrome Browser version.

 

 

Some limitations are due to the Salesforce CTI Data Connector SoftPhone. Check  with the next Salesforce release if new Browser versions are supported.

 

 

See Browser configuration about required configuration settings.

 

Supported Functionality

The supported functionality can be different per Browser

 

Function

Chrome

Firefox

Edge

Safari

Explanation

Sales and Service Cloud


Ligthning Experience


Old Agent Console

not supported

not supported

An object cannot be assigned

Multiple TABs open

limitations

limitations

Edge, Safari and IE can have issues while switching Tabs during a call

Multiple Browser instances

not supported

not supported

Must be same Browser - e.g. open Chrome twice.

Not recommended as the CTI Data Connector SoftPhone runs multiple times and sends data multiple times

CTI Data Connector SoftPhone runs in the Background

Requires 1 TAB with the CTI Data Connector SoftPhone always open.

 

IE requires to stay on an TAB with the CTI Data Connector SoftPhone while the call is active

Amazon Connect

 

 


100% support of all features

 

 

 


 

 

 

 

 

See also
 
Configure the TAPI driver within CTI Data Connector for Salesforce®
Where do I find the TAPI driver?