Placetel CTI für Salesforce

The Service Cloud Console can be used with or without  the Interaction Log (requires special setup) in combination with Placetel CTI für Salesforce®.

 

The CTI Data Connector SoftPhone options in the Service Cloud Console are a bit different in comparison to the standard Salesforce setup. The options available in the CTI Data Connector SoftPhone are different depending if the transaction log is used or not.

 

Main Screen - Service Cloud Console

Using the Service Cloud console, the CTI Data Connector SoftPhone is hidden in the lower right corner of the window. Click on the icon to open the CTI Data Connector SoftPhone. It will automatically appear once a call has started.

 

 

Incoming Call

Incoming calls are signaled in the CTI Data Connector SoftPhone on the right side of the screen in a green frame. The Lead/Account/Contact details are displayed in a new TAB. For more details of the CTI Data Connector SoftPhone functionality see CTI Data Connector SoftPhone

 

 

 

Outgoing Calls
 
Outgoing calls are signaled in the CTI Data Connector SoftPhone on the right side of the screen in a blue frame. For more details of the CTI Data Connector SoftPhone functionality see CTI Data Connector SoftPhone.

 

Cases

Typically the service cloud is used in combination with cases. Placetel CTI für Salesforce allows creating cases for incoming and outgoing calls automatically or display the case which was created today. How to enable this feature see: Working with cases.

 

Once enabled the Service Cloud Console functionality changes.

 

Note: This functionality is not available for leads.

Outgoing calls

When dialing from the account or contact list view

 

 

 

the account will load in the primary tab while the contact and the case will load in a subtab.

 

 

 

 

 

Incoming calls

If an account or contact can be identified, the account will load in the primary tab while the contact and the case will load in a subtab.

 

Assigning the case to the phone call

The CTI Data Connector SoftPhone will automatically display the account or contact name and assign it to the call.

 

 

 

If the case was saved while the call was active, the phone call will be automatically assigned to the case once the phone call is terminated.

 

 

If the phone call is terminated before the case is saved, the following steps are required:

 

•Save the case

•Click on the Save button in the CTI Data Connector SoftPhone to assign the call to the case

 

 

 

Otherwise the call will be only assigned to the account or contact but not to the case.

 

As the phone call creates a task it can be assigned to

 

•a contact and case

•a case (without account and contact)

•a contact (without case)

•a contact and account

•an account

 

but never account and case at the same time.

 

Therefore a good idea is to always select a contact when a case is assigned.

 

Interaction Log

The special feature of the Service Cloud Console is the Interaction Log. You enter the phone note in the Interaction Log and not in the CTI Data Connector SoftPhone.

As the CTI Data Connector SoftPhone offers the same functionality with notes and the interaction log does have many limitations it is not recommended using the interaction log.

 

 

 

 

•You can click on Save Log while the call is active but NEVER click on Save & New Log while the call is active

•Once when the call is over press Save & New Log

•If Call Wrap Up / Call Result codes are enabled, you have to click on the button Save & New Log AFTER selecting a call result

•Automatically open task after end of outgoing / incoming call and save automatically only works if you press the button Save Log while the call is active

 

The option to assign a call to an account / contact etc. is not available as this is done using the Interaction Log.

 

How to turn on the Interaction Log see Service Cloud Setup.

 

 

Multi-Monitor support

CTI Data Connector SoftPhone supports Multi-Monitor support in the Service Cloud Console. You can pop-out the CTI Data Connector SoftPhone and place it somewhere on the same monitor or on a different monitor.

 

The icon in the top right corner is enabled to drag the CTI Data Connector SoftPhone to a different screen.

 

 

 

Configuration: Turn on Multi-Monitor support in Service Cloud