Salesforce Open CTI Integration

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  • Опубліковано 5 гру 2020
  • CTI Integration is must for almost all business software. Salesforce Open CTI framework will help in integrating any telephony system software with very ease.
    This video will explain about
    1. What is CTI?
    2. Benefit of CTI
    3. What is Salesforce Open CTI
    4. Integrate CTI with Salesforce
    5. How to setup Open CTI
    6. Demo with Twilio Flex
    Blog : salesforcecodex.com/
    #salesforcecti #ctiintegration #salesforceopencti #opencti
    Integration Playlist:
    • Integration Architectu...
  • Наука та технологія

КОМЕНТАРІ • 33

  • @KeerthanaU-e5p
    @KeerthanaU-e5p 2 дні тому

    How to create phone to case? Should we do any automation or is it part of the setting?

  • @KeerthanaU-e5p
    @KeerthanaU-e5p 2 дні тому

    Hi How to achieve phone to case? Like when call isnt connected to agent then case has to be created.

  • @ugenkumari3463
    @ugenkumari3463 6 місяців тому +1

    Helpful video but audio can be improved.

  • @balkrishnayadav7564
    @balkrishnayadav7564 Рік тому

    Hii, I am getting some problem with the installation of OpenCTI Lightning Demo Adapter

  • @deepthichittibala3141
    @deepthichittibala3141 3 роки тому +3

    This video is very helpful.Could you please upload gensys cloud integration CTI .

  • @saipooja7252
    @saipooja7252 Рік тому +1

    Can we achieve call to case like whenever we recieve a call automatically case should be created ?

  • @mandin182
    @mandin182 3 роки тому

    Is it possible in a customized callcenter, to trigger a salesforce native alert or toast with an CTIopen event? imagine that as soon as the call is started I want to send to the salesforce window a toast. Thanks, nice video btw very helpfull

    • @SalesforceCodex
      @SalesforceCodex  3 роки тому

      Yes, it is possible but it depends on CTI tool which you use. We have used Nice-In-Contact and we are able to achieve it. Even you are using other CTI tool/API check with vendor for support.

  • @prashantmithari6161
    @prashantmithari6161 6 місяців тому

    Please upload for Five9 CTI integration with salesforce.

  • @TheAnonymousFx1
    @TheAnonymousFx1 2 роки тому

    Can I ask if Salesforce does cater for different contact IDs if the call was transferred to another Agent

    • @SalesforceCodex
      @SalesforceCodex  2 роки тому

      Mostly Transfer is done using CTI part but we can put some information in SF also.

    • @TheAnonymousFx1
      @TheAnonymousFx1 2 роки тому

      @@SalesforceCodex can I please ping you on LinkedIn have a bit of a problem I’m facing

  • @nikitadhuse971
    @nikitadhuse971 3 роки тому

    Hi, this was very helpful and detailed. However, if this is to be done for a different provider, how can we show the popup to the agent being called (routing handled on provider). Server side to client side communication of call details to show a relevant popup.

    • @SalesforceCodex
      @SalesforceCodex  3 роки тому

      Hello Nikita, Which provider you are using?

    • @nikitadhuse971
      @nikitadhuse971 3 роки тому

      @@SalesforceCodex Hi, thank you for replying, it is a private provider, which has a webhook to which all call events' data is passed. My concern lies in passing the call states from the webhook endpoint to the screen popup.

    • @SalesforceCodex
      @SalesforceCodex  3 роки тому

      @@nikitadhuse971 Hello Nikita, Can we connect to see your use case. If yes, ping me on linked-in.

    • @nikitadhuse971
      @nikitadhuse971 3 роки тому

      @@SalesforceCodex Could you please share your linked-in handle.

    • @SalesforceCodex
      @SalesforceCodex  3 роки тому

      @@nikitadhuse971 Please connect at www.linkedin.com/in/dhaniksahni/

  • @timwilliams5920
    @timwilliams5920 2 роки тому

    @Salesforce Codex, you mention on slide "Benefits of CTI," when discussing no phones needed and using what existing systems, you said that they can use Lightning Dialer(LD). I was under the impression, from LD Implementation Guide, that you if you are using LD, you cannot have a Call Center. It is also my understanding that configuring a call center in SF is imperative for a CTI implementation. Is my understanding incorrect? BTW --Your Material is EXCELLENT. Thank you for doing these.

    • @SalesforceCodex
      @SalesforceCodex  2 роки тому +1

      Hey Tim, I think, User can not use LD if that user is already using Open CTI. If he/she is not CTI using then can use LD.

  • @salonisahare9741
    @salonisahare9741 2 роки тому

    Thank you for this video. After integration, it is asking me to add login credentials? Where can i get Nice inContact username and password

  • @pedroprada1
    @pedroprada1 3 роки тому +1

    Thank you for making videos that have specific integrations steps... Really helpful.... amazing content

    • @SalesforceCodex
      @SalesforceCodex  3 роки тому

      Thank You @Pedro. We will have few more session on this topic in next month.

  • @beautyofnature1843
    @beautyofnature1843 3 роки тому

    Please upload for ameyo cti integratiom

    • @SalesforceCodex
      @SalesforceCodex  3 роки тому

      Hello, We will try to integrate it. We will share detail for session for that

  • @sudhanshu02raj
    @sudhanshu02raj Рік тому

    how to get that packages?

    • @SalesforceCodex
      @SalesforceCodex  Рік тому

      Hello Sudhanshu, You can get it from the Twilio site.

  • @chauhanakash7240
    @chauhanakash7240 3 роки тому

    voice is not able to understand properly

  • @agnibga
    @agnibga 3 роки тому

    Very poor audio

  • @puffythecutie7524
    @puffythecutie7524 Рік тому

    youtube is such a scam...ads every 5 mins...