xCALLY Shuttle provides a seamless CTI integration with Salesforce, customer relationship management (CRM) system. The integration works on Salesforce Enterprice, Ultimated or Performance.
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- Chrome 36.0.1985.125 (no HTTPS)
- Chromium 34.0.1847.116
- Opera 12.16 build 1860
Check carefully to have enabled popups!
If you use Chrome/Chromium and Opera, you have to enable the popups, providing the xCally Shuttle Address.
Chrome/Chromium: https://support.google.com/chrome/answer/95472?hl=en
Opera: Settings > Site Preferences - Exceptions - Pop-up Section where you can add the IP address
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You can choose a Name which represents the Integration and then fill the Username and Password fields, which require the same username and password of an Administrator Salesforce Account. Then compile the URI field with your Salesforce URL and the Integration Type, in this case selecting Salesforce from the dropdown menu.
| Warning |
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IMPORTANT: the URI must end with / e.g. https://login.salesforce.com/ -> CORRECT URI https://login.salesforce.com -> WRONG URI, the integration won't work! |
You also have to insert:
- the ClientID and Client Secret, that you can find in the SalesForce App Settings
- the Security Token, which is sent by email and must be reset every time you change the password in SalesForce.
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