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.
Update to version 5
•Update 5.5 - 5/2017
If you are unsure, which CTI Data Connector SoftPhone or CTI Data Connector - TAPI Link you have installed, just hover over the headline: CTI Data Connector in the CTI Data Connector SoftPhone. The version number is displayed.
•CTI Data Connector SoftPhone application). The latest version is 5.4.002 (7/2016)
The CTI Data Connector SoftPhone application is updated regularly. We recommend checking for updates once per month.
•License Management (4/2016)
•Update 5.4 (4/2016)
•working with cases (3/2016)
•Update 5.3 - (12/2015)
•New fields: Call Start and Call End (12/2015)
•Automatically create a case - configurable for incoming and outgoing calls (12/2015)
•New languages for the CTI Data Connector SoftPhone - French, Spanish and Dutch (12/2015)
•New data center in Singapore (11/2015)
•TAPI Treiber for Skype and Voiper (9/2015)
•New data center in USA and Germany (7/2015)
•A Salesforce user can sign in on multiple PCs with an own ID (6/2015)
•Tips & Tricks (5/2015)
•Select outgoing phone line (4/2015)
•Call History List (2/2015)
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Information in this document is subject to change without notice. The software described in this document is furnished under a license agreement or non-disclosure agreement. The 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: 7/19/2017