To install the CTI Data Connector SoftPhone application (AppExchange-package), you need salesforce admistrator rights. By installing and using the CTI Data Connector SoftPhone application you agree to the Master Subscription Agreement
•Click on the link to start the installation (Enterprise, Unlimited or Developer Edition ). Professional Edition version 5.7(pre-release) is required
•If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com - click on the link to start the installation in a sandbox
The pre-release version 5.7 can be used if an option is required which is listed on the Update 5.7 page.
•Click on the link to start the installation (version 5.7.35) (Professional, Enterprise, Unlimited or Developer Edition)
If you are using mydomain you have to replace https://login.salesforce.com/ with your login page
•Login with your salesforce admin credentials
•Install either for for Specific Profiles or for all users. All users will get the permission but as long as they are not assigned to the call center adapter the installation does not have any impact for this user
If you install an update you have to ensure that the following components are also updated to the latest version
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. The version number is displayed.
The first entry with SoftPhone is the CTI Data Connector SoftPhone application version
The second entry is the connector or Server version
•TLC (CTI Data Connector - TAPI Link). The latest version is 5.7.1
•TLC x.x (uaCSTA) is displayed when an Handset 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.
•In case you get the error message: Custom field limit exceeded you have reached the maximum number for custom fields for activities (20 in the Salesforce Professional Edition / 100 in other Edition). CTI Data Connector for Salesforce® adds 5 new fields. Delete unused custom fields (Setup/Customize/Activities/Activity Custom Fields).