Automatic Call Distribution for Salesforce
Data Lookup
1.Goal - Get the name of the caller from the Salesforce on basis of the caller number to greet the caller like Hello Sara Jones.
2. Data lookup service explanation - Help
3.Automatic Call Distribution for Salesforce set up for Name Lookup. Default set up available with Automatic Call Distribution for Salesforce
4.Parameters required for Name data lookup service
1.Data Lookup ID
2.Org Id
3.PBX ID
4.Caller Id
3CX Call Flow Designer changes for Name Look Up
| 1. Create a 3CX call designer flow for data look up which will send the required parameters to the data look up service and will return the name of the contact found in Salesforce. |
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2. Response content of Mirage data look up service will have the name of the caller. Assign it to some variable to store the caller name.
3. Use the text to speech services like Amazon Polly service to greet the caller using the name returned from the Service.
Note : To test any Automatic Call Distribution for Salesforce set up, you can use Custom Configuration Test Tool available in PBX test tool
