Placetel CTI für Salesforce
Step 1 - install CTI Data Connector - TAPI Link
Download
Step 2 - install NsoftPhone for Windows
Download NsoftPhone for Windows (not CRM version) - http://www.mynfon.com/de/downloads/
During installation you have to select to use: NsoftPhone Premium
Once the installation is done, open the settings screen and ensure that the field Outside line is empty.
Required Call Center settings for Nfon
The following settings are required in the Call Center Adapter
•Outside Prefix = 0
•Incoming Call - Truncate Prefix = 0;#01;#1
Depending on group option the phone number can be signaled as #0 to #99. You have to define all possible formats used and check the option: Do not truncate long distance prefix.
See Complex Rules
•For SoftPhones no Login ID is required. Only if you mix SoftPhones and handsets, you need to use the Login ID also for Softphones. It is the Salesforce ID (E-Mail address)
•If you are using handsets, you have to enable the option to use an own Login ID.
After configuring the handdsets, open a ticket in the Support Center with the following information
•Direct extension of the handset. If you configured several handsets specify all extension numbers •Nfon user number ID starting with K •Each handset needs a unique Login ID. It is possible ot use the Nfon user number (number with K). For security reasons a 20 digit ID is recommended which is known only to you. Generate ID (external Web service). Provide this ID in the ticket for each handset •Once you get the the handset activated from support add the Login ID in the user record.
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If by mistake the standard version was installed, an upgrade to the Premium version is possible. Details in N-Fon help
