Placetel CTI für Salesforce

To install and activate the call center, the following steps are necessary.

 

 

1. Download the call center adapter configuration file

Download the adapter (right mouse click, save target as) and save it on your hard disk.

 

•For the extended Call Center Configuration use: adapter-extended-configuration.xml

•For the Call Center configuration (Legacy) no longer adapter files are provided

2. Add the configuration file to Salesforce

Select: Setup > AppSetup > Customize > Call Center > Call Centers (a Salesforce administrator permission is required. If the option is not displayed, contact your Salesforce administrator)

 

Click on the button: Import an select the file adapter-extended-configuration on your local hard disk

 

 

 

CTI Data Connector - Call Center Adapter 5 will be added to the call center list

 

 

 

 

The extended Call Center Adapter does not need any change in the adapter file

 

3. Configure the call center

The complete setup is done through the Extended Call Center Configuration