Salesforce Open CTI Integration

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  • Опубліковано 27 січ 2025

КОМЕНТАРІ • 34

  • @MrunaliPatil-j5u
    @MrunaliPatil-j5u 2 місяці тому

    can u please share the link of packages that needs to be installed for Open CTI integration

  • @KeerthanaU-e5p
    @KeerthanaU-e5p 6 місяців тому

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

  • @KeerthanaU-e5p
    @KeerthanaU-e5p 6 місяців тому

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

  • @balkrishnayadav7564
    @balkrishnayadav7564 Рік тому

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

  • @ugenkumari3463
    @ugenkumari3463 Рік тому +1

    Helpful video but audio can be improved.

  • @saipooja7252
    @saipooja7252 2 роки тому +1

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

  • @pedroprada1
    @pedroprada1 4 роки тому +1

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

    • @SalesforceCodex
      @SalesforceCodex  4 роки тому

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

  • @prashantmithari6161
    @prashantmithari6161 Рік 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

  • @deepthichittibala3141
    @deepthichittibala3141 4 роки тому +3

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

  • @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.

  • @sudhanshu02raj
    @sudhanshu02raj 2 роки тому

    how to get that packages?

    • @SalesforceCodex
      @SalesforceCodex  2 роки тому

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

  • @mandin182
    @mandin182 4 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  4 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.

  • @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

  • @salonisahare9741
    @salonisahare9741 3 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

  • @chauhanakash7240
    @chauhanakash7240 3 роки тому

    voice is not able to understand properly

  • @puffythecutie7524
    @puffythecutie7524 2 роки тому

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

  • @agnibga
    @agnibga 3 роки тому

    Very poor audio