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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If you use external IP phones, or experimental WebRTC, you just need to create the Agents, being careful to fill in with the Name same as your Salesforce Agent First Name and Last Name, as described before. Afterwards, just link the Agent to the SIP username related to your external IP phone.
The Caller-ID SIP field and the entire SIP related account, can be modified later on without any impact. The Agent must be logged also into the xCally Shuttle web interface.
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2. Please check on Salesforce that the field Type of the Task is enabled, since it will be used to set the type of call.
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1. Go under Build -> Activities -> Task Fields 2. Select Type 3. Select View Field Accessibility 4. Check if the Field Access is editable for the level of the user that you inserted in xCALLY Shuttle. If it is Hidden, please click on it. 5. Set Field-Level Security as Visible |
3. You should use one of this recommended browsers and enable popups:
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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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