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Using this tutorial - CTI Data Connector for Salesforce®

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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.

 

 

 

Updates

 

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.

 

SoftPhone version

The first entry with SoftPhone is the CTI Data Connector SoftPhone application version number. Latest version is 6.3.0.27.4

Connector or Server version

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.

 

 

recently added

 

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)

 

 

 

 

Copyrights and Trademarks

 

Copyright © Mirage Computer Systems GmbH. All rights reserved.
 

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.

 

No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or any means electronic or mechanical, including photocopying and recording for any purpose other than the purchaser’s personal use without the written permission of Mirage Computer Systems GmbH.

 

 

All products and company names mentioned herein may be the trademarks of their respective owners.

www.cti-data-connector.com

 

CTI Data Connector for Salesforce® Version:  5

 

This document was updated: 8/9/2020