This tutorial is an easy way to learn how to use CTI Data Connector for Salesforce®. It is designed for all office workers who want to benefit from Computer Telephony integration.
While completing these lessons, you will learn how to make an outgoing call, use the phone book or make the necessary configuration settings for your PBX system.
Part I explains the basics for using CTI Data Connector for Salesforce® features, including how to make calls, receive calls or how to make personal configuration settings. Part II provides hands-on experience for using additional features like expert settings or database configuration.
•Check out the latest Update 6.3 (6/2020 - Spring 2020)
If you are unsure, which CTI Data Connector SoftPhone or CTI Data Connector - TAPI Link / CTI Data Connector - Skype for Business Link you have installed, just hover over the headline: CTI Data Connector in the CTI Data Connector SoftPhone application. The version number is displayed.
The first entry with SoftPhone is the CTI Data Connector SoftPhone application version number. Latest version is 22.214.171.124.4
The second entry is the connector or Server version
•TLC (CTI Data Connector - TAPI Link). The latest version is 5.7.2. For CTI Data Connector - Skype for Business Link the latest version number is 5.7.0).
•TLC x.x (uaCSTA) is displayed when an Desk Phone with Mirage uaCSTA Cloud Connect is used. This is for informational purpose only
The CTI Data Connector SoftPhone application is updated regularly. We recommend checking for updates once per month.
•Specify a Record Type for call activities (6/2020)
•Inbound call - display last open case or last open opportunity (6/2020)
•Search for internal extensions by user name (6/2020)
•Incomplete Calls list (12/2019)
•Sample Reports and Dashboards(12/2019
•App Launcher - configuration (12/2019)
•Call Wrap Up groups (5/2019)
•Create a new record (e.g. contact or case) during a call (5/2019)
•Omni-Channel Integration (5/2019)
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Information in this document is subject to change without notice. The software described in this document is furnished under a Master Subscription AgreementThe software may be used or copied only in accordance with the terms of those agreements.
This documentation and the accompanying materials are for informational purpose only and property of Mirage Computer Systems GmbH. Information in this document is subject to change without notice. The names of companies, products, people, characters, and/or data mentioned herein are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted.
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CTI Data Connector for Salesforce® Version: 5
This document was updated: 10/14/2020