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To communicate with a phone system, either a CTI server (Third Party Solution) or the connection of the phone set to the PC (First Party Solution) is supported. For both systems a TAPI driver 2.x (also referred to as TSP) is mandatory. See details for TAPI - Where do I find the TAPI driver?
If you are using a modem, we strongly recommend switching to a phone set connected to the PC (via USB/serial), because the TAPI drivers of modems often do offer only basic functions or do not function at all.
ISDN phones without a PBX are available with an inbuilt TAPI driver.
VOIP systems like Cisco Call Manager, Avaya, Swyx or Innovaphone normally have a TAPI driver included.
If your VOIP / Cloud PBX system does not comes with a TAPI driver, try Global IP Telecommunications Ltd (Ninja Pro) www.globalipphones.com . This software works with all SIP compatible phone systems.
Please check firstly with your phone vendor about which solution meets your requirements and how you can install and configure the TAPI driver. You can contact support@esi-estech.com if you do have the TAPI driver installed and ESI CTI Connector for Salesforce has problems with making an outgoing call or receiving incoming calls.
Some TAPI drivers do not work on 64bit operating systems. You can use a virtual machine with 32bit operating system. An example, how this is working is explained for MAC OS X. For Windows Vista or Windows 7 64bit, the same virtual machines can be used.
Windows XP SP3 to Windows 7 (32bit and 64 bit) is supported
•.NET 3.5 is required for the salesforce call center adapter 4
The following list of browsers are supported by salesforce.com for the call center adapter 4.0:
Minimum system requirements
•IE8 +
•Firefox 3.5 +
•Chrome 10 +
•Safari 4+
While the adapter supports IE8 and Firefox 3.5 performance is significantly improved in browsers like
•IE9
•Firefox 5 and 6
•Chrome 13
•Safari 5
It is recommended that the call center adapter 4.0 is used with browsers in the above list.
The limitations are due to the salesforce call center adapter 4.0. Check with the next salesforce release if new Browser versions are supported.
If you are running Internet Explorer and receive warnings which say “Do you want to view only the webpage content that was delivered securely when using the browser” - see Warning mixed content. -
Aktuell gibt es ein Problem mit Internet Explorer 8 und 9. Der Salesforce Call Center Adapter verliert häufig die Verbindung. Verwenden Sie entweder Firefox, Chrome oder Safari. Sofern Internet Explorer eingesetzt werden soll, downloaden Sie die Version 3. Wir arbeiten an einer Lösung des Problems.
The Salesforce Professional, Enterprise, Unlimited or Developer Edition is required for the call center functionality. If you are using the Team Edition, contact support@esi-estech.com for an alternative solution.
See also
Configure the TAPI driver within ESI CTI Connector for Salesforce
Where do I find the TAPI driver?