Salesforce

Streamline tasks. Save time. Increase productivity.

Overview

With Telavox for Salesforce you can improve your employees efficiency by integrating Telavox services directly into Salesforce. Allow your agents to focus on the conversation instead of switching back-and-forth between tools. Get the information and functionality you need inside Salesforce, while saving valuable time and minimizing distractions.

Key benefits

Key features

How to setup the integration

Requirements
  • “CRM Integration” user addon for Telavox Fixed or Mobile user licence.
  • Salesforce Edition; Professional, Enterprise, Unlimited, Developer, Performance, Essentials
  • Only compatible with Salesforce “Lightning”-apps.
Installing the app from AppExchange
  • Find Telavox app for Salesforce in Salesforce AppExchange here.
  • Press “Get it now” and follow installation instructions inside AppExchange
  • Note that you may be prompted to log with your Salesforce credentials several times during the installation.
Configuring users
  • When the app installation is complete, Telavox | Flow should now be visible under Setup -> Apps -> Packaging -> Installed Packages
  • Go to Setup -> Feature Settings -> Service -> Call Center -> Call Centers (or simply type “Call Centers” in the search bar under Setup).
  • Click on Telavox CTI in the list, then click “Manage Users”
  • Find and mark the users you want to add the Telavox for Salesforce integration to then press “Add to Call Center”
Adding CTI to Salesforce app
  • Go to Setup -> Apps -> App Manager
  • Press “Edit” for an app you want to add the app to (Note that the app must be of type “Lightning”).
  • Select “Utility Items (Desktop Only)” in the left hand menu.
  • Press “Add Utility Item” -> “Open CTI Softphone”
  • Give it an appropriate label, such as “Telavox” and press “Save
  • The integration should now be visible in the app you have added it to.

When the app is installed you log into the CTI with your Telavox credentials

Questions about integrations?

Contact sales, your personal advisor or one of our certified partners to book a demo.