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Sv translation
languageen

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

Prerequisities

The following steps should be performed first:

First Steps

Call Center Adapter Installation

Info
titleTip

You may wish to activate the MiniClient instead of the MicroClient in SalesForce Lightning. To do this, change the CTI Adapter URL to:


https://jtel-server/CarrierPortal/mclogin/reseller-uid/client-uid


Create a new Lightning App

Info

Note - you can also customise an existing lightning app.


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

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In the next page, select Console Navigation:

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

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Customise the utility item as required:

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

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



Sv translation
languagede

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

Prerequisities

The following steps should be performed first:

First Steps

Call Center Adapter Installation

Info
titleTip

You may wish to activate the MiniClient instead of the MicroClient in SalesForce Lightning. To do this, change the CTI Adapter URL to:


https://jtel-server/CarrierPortal/mclogin/reseller-uid/client-uid