Call Center Adapter Installation

Please setup a Salesforce account and follow this link create the Innovaphone app inside Salesforce.

Go to Setup Setup for current app in the upper right corner:

Type "Call Center" in the Quick Find search bar. Then click on Call Centers

Following is the XML for the App definition: the "reqAdapterUrl" needs to be filled with the correct url for the Innovaphone app, and saved locally to be used in the next step.

<callCenter>
    <section sortOrder="0" name="reqGeneralInfo" label="General Information">
        <item sortOrder="0" name="reqInternalName" label="InternalNameAAA">InnovaphoneAdapter</item>
        <item sortOrder="1" name="reqDisplayName" label="Display Name">Innovaphone SalesForce Adapter</item>
        <item sortOrder="2" name="reqAdapterUrl" label="CTI Adapter URL">https://<appplatform_url>/<app_domain>/jtelsalesforce/jtel-jtelsalesforce.htm</item>
        <item sortOrder="3" name="reqUseApi" label="Use CTI API">true</item>
        <item sortOrder="4" name="reqSoftphoneHeight" label="Softphone Height">400</item>
        <item sortOrder="5" name="reqSoftphoneWidth" label="Softphone Width">260</item>
        <item sortOrder="6" name="reqSalesforceCompatibilityMode" label="UI Compatibility Mode">Classic_and_Lightning</item>
    </section>
    <section sortOrder="1" name="reqDialingOptions" label="Dialing Options">
        <item sortOrder="0" name="reqOutsidePrefix" label="Outside Prefix"></item>
        <item sortOrder="1" name="reqLongDistPrefix" label="Long Distance Prefix">0</item>
        <item sortOrder="2" name="reqInternationalPrefix" label="International Prefix">00</item>
    </section>
</callCenter>

Click on the "Import" button and upload the saved XML App definition.

Then, you will have the following Call center, click on it

Then click the button "Manage Call Center Users" and add the required users to the call center

This guide explains how to activate the jtel ACD using the Lightning SalesForce experience.

Create a new Lightning App

Using Setup in SalesForce, under Apps ... App Manager, create a new lightning app:

In the next page, select Console Navigation:

Add the Open CTI Softphone to the list of utility items:

Customize the utility item as required:

In the next two screens, add and customize any further navigation items required.

In the final screen, select which User Profiles will be given access to this app.

Popup Options

Lightning allows you to define how and where popups should occur. Search for Softphone Layouts in the settings, and check to see what is configured.