Automatic Call Distribution for Salesforce

Navigation: Phone System Integration > 3CX

Account Owner Extension Lookup

1.Goal - Get the extension number of the account owner of the caller from the Salesforce to do the call distribution.

2. Extension look up service - Help

3.Automatic Call Distribution for Salesforce set up for Account Owner Extension Look Up. Default set up available with Automatic Call Distribution for Salesforce

Account_Owner_SetUp

AccountOwnerLookUp_2

4.Parameters required for Extension data lookup service

1.Extension Lookup ID

Account_Owner_SetUp

2.Org Id

3.PBX ID

3CX_Main_Setup

4.Caller Id

5.PBX Token

3CX Call Flow Designer changes for Account Owner Extension Look Up

1. Create a 3CX call designer flow for extension look up which will send the required parameters to the extension look up service and will return the extension number of the account owner of the caller found in Salesforce.

Set_Service_Parameters

Note : To test any Automatic Call Distribution for Salesforce set up ,you can use Custom Configuration Test Tool available in PBX test tool