CTI Data Connector for Salesforce is either started automatically with the operating system or you start it within the program manager group CTI Data Connector for Salesforce . After starting the program you will find an Icon in the system tray (notification area, down to the right near the date and time display).

 

 
 

CTI Data Connector for Salesforce is ready and will respond to incoming and outgoing calls. The icon in the taskbar will respond to clicks made with the left and right mouse button. For details see chapter taskbar - Control Basic Functions.

 

You have to type in you salesforce login name and salesforce data before you can use  CTI Data Connector for Salesforce. If you get an error you probably have to install the salesforce Desktop Integration, Connect for Office - see details chapter Install Connect for Office.

 

 

 

 

By default, the icon is not visible on Vista and Windows 7 in the notification area. To show the icon for CTI Data Connector for Salesforce in the system tray, click on the up arrow. Click on Customize.

 

 

This will open the Notification Area Icons control panel item. Select the icon for  CTI Data Connector for Salesforce and in the pick list select: Show icon and notification.

 

 

 

Additionally add the red salesforce icon