This tutorial is an easy way to learn how to use Automatic Call Distribution for Salesforce.
It includes the Salesforce setup as well as the integration part of the phone system.
Automatic Call Distribution for Salesforce is also mentioned with the abbreviation ACD for Salesforce in this documentation.
Automatic Call Distribution for Salesforce includes 3 different feature sets
•Call distribution based on Salesforce data •Lookup data in Salesforce •Display data based on IVR input (requires CTI Data Connector for Salesforce) •Write back data to Salesforce, e.g. create an event or task
The phone system must be able to process web service calls. |
recently added
•Save values from an IVR input or any other text input in Salesforce (configurable)
•Integration of Audio Link and Archive Service
•Create a Task or Event- e.g. caller books a meeting through the phone system
•Any Cloud or On-Premise PBX with SIP desk phones
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Automatic Call Distribution for Salesforce Version: 2.4
This document was updated: 1/16/2025