4. Salesforce

Salesforce is compatible with the client. All contacts managed in Salesforce can be displayed at incoming calls.

Salesforce Plugin of NCTI standard works with the following Salesforce editions only:

  • Enterprise
  • Unlimited
  • Developer

- Double-click on the NCTI symbol on the menu bar to access the administration surface of the NCTI standard CRM client.

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The following instruction explains the integration of Salesforce into the NCTI standard CRM client.

-Click on Identification.

-Choose Salesforce.

-Enter your Salesforce login.

-Enter your Salesforce password and security token without spaces.

-Choose whether the telephone numbers from Salesforce should be displayed unformatted, in canonic format or without prefixes.

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In order to receive a security token, contact your system administrator. Incorrect use or reset of the security token can disable all external program interfaces.

Restart the client to synchronise the client with Salesforce.