CTI Data Connector 5
Telephone System
Find below an overview about different CTI architectures depending on the telephone system (PBX).
•Using CTI Data Connector for Salesforce® with macOS
Video about the integration of phone systems
Connect to a PBX - Explainer Video
Operating System
•Windows Vista, Windows 7. Windows 8, 8.1 or Windows 10 requires CTI Data Connector for Salesforce® version 5 - all listed operating systems are supported in the 32 bit and 64 bit version. Windows 8 RT is not supporte
•Terminal Server or Citrix Server is supported
•.NET 4 is required
•MAC OS for systems without TAPI driver
Mirage Cloud Service
The Mirage Cloud Service is included in the subscription.
Browser Support
The following list of browsers are supported by Salesforce for CTI Data Connector SoftPhone:
Minimum system requirements
•Internet Explorer 10, 11. IE does not support synchronizing a call between different TABs.
•Chrome 40 +
•Firefox 46 +
•Microsoft Edge is not supported yet
It is recommended to use only the latest Browser version.
The 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 |
Internet Explorer |
Explanation |
Sales and Service Cloud |
• |
• |
• |
|
Old Agent Console |
• |
• |
• |
An object cannot be assigned |
Multiple TABs open |
• |
• |
• |
IE - changing TABs while a call is active is not supported |
Multiple Browser instances |
• |
• |
|
Must be same Browser - e.g. open Chrome twice. The call information is synchronized between both Browsers. Requires special settings |
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 |
Salesforce license
The Salesforce Professional, Enterprise, Unlimited, Developer Edition, a force.com or App Cloud license is required for the call center functionality. It works with the Sales / Service Cloud and Lightning Experience.
See also
Configure the TAPI driver within CTI Data Connector for Salesforce®
Where do I find the TAPI driver?
