CTI Data Connector 4.0

Check SoftPhone

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Check SoftPhone

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Check SoftPhone

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After login in Salesforce you should see the Salesforce SoftPhone at the left upper corner of the browser. The SoftPhone is only available on the main screens like Home, Lead, Account, Contact or Cases but not in screens like Setup.

 

Using the service cloud, the SoftPhone appears at the bottom right corner.

 

Service Cloud Console - Main Screen

 

 

Internet Explorer

If you are running Internet Explorer you probably receive the following warning

Do you want to view only the web content that was delivered securely? (Warning mixed content)

 

 

 

 

The warning can be disabled using the following steps:

 

Go to Tools -> Internet Options -> Security -> Local Intranet

 

Click "Custom Level"

Select "Enable" for "Display mixed content"

 

 

Click "OK"

Click "OK"

 

 

 

 

SoftPhone is not loading

For all other errors browse the chapter: Error - Call Center Adapter

 

Quick Test

Test with a mobile phone (the caller ID must be transmitted)

 

Incoming calls

Outgoing calls