Placetel CTI für Salesforce

Release Version (6.6.xx)

•Click on the link to start the installation (Professional, Enterprise, Unlimited or Developer Edition ).

•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

 

 

•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.

 

 

 

Run update scripts

This is a mandatory step. If skipped, fields and options are missing.

 

Select the App Launcher, then Mirage Call Center - Configuration, TAB Call Center Setup

 

 

Now click on the Start Update button, which will run the update scripts.

 

 

 

 

Permission Sets

Click on the TAB Permissions and then on the button Create Permission Set to update the existing permission sets.

 

 

 

Push Upgrade

Activate the Push Upgrade option.

 

Recommended Update Settings

 

Proceed with - Recommended Update Settings