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Check CTI Data Connector SoftPhone

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

 

 

The connection icon

 

 

must be green In case the icon has red or yellow sign

 

 

there is a connection problem. Check: Errors - CTI Data Connector SoftPhone

 

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

 

Service Cloud Console - Main Screen

Service Cloud Console - Main Screen

 

Check, if Unaric Voice is running (Icon at the bottom right - System Tray)

Check list to sort out errors with the CTI Data Connector SoftPhone

For all other errors browse the chapter: Error - CTI Data Connector SoftPhone

 

Quick Test

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

 

Incoming calls

Outgoing calls