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Automatic Call Distribution for Salesforce

This option allows you to start the the configuration of ACD for Salesforce and must also be used after each update.

 

 

Configuration - update

 

Click on the button Start Update to begin with the configuration.

 

After installation of  a new version of the ACD for Salesforce application (App Exchange-package), you must run the update procedure.

Click on the button: Start Update. The update procedure creates a custom application ACD for Salesforce.

 

The ACD setup comes with multiple default configurations

 

default setups

 

Default - ACD Setup - Standard Setup for all phone systems

 

Amazon Connect - ACD Setup - Standard Setup for Amazon Connect

 

Configuration per User

You have to add a user to the ACD configuration. Otherwise the user will not have any ACD setup assigned. Only if this step is done, the user will get the ACD license.