What are the Salesforce Click to Dial requirements?
What are the Salesforce Click to Dial requirements?
The Salesforce business unit needs to be using the "Lightening Components". The Click to Dial currently does not function on the classic Salesforce system.
The simple answer is yes. It will require an IVR implementation build which is an add on feature for Ternio on the CXOne platform. The IVR integration can be used to lookup and push data from the contacts from CXOne platform to your Salesforce ...
This could be achieved through Studio. The launch button on the TernioSwitch can open a URL, but thats normally used for opening things that the agent controls. If they are doing a SF screen pop they should add the URL to the request Agent action ...
Passwords are managed by the customer's admins from the Contact Center platform. They can be changed regularly or resets can be an automated requirement by the customer (example every 15, 30 , 60 days). When the user’s password expires, a popup will ...