...
- Save the ID of the sales force record to User Data
- (Optionally) save the URL to access the record to the CRM URL
| Parameter | Example Value | Description |
|---|---|---|
| Additional Info | This value will be shown as "Additional Info" in the jtel client. Any fields returned from SalesForce could be used here. | |
| User Data | $SalesForce.Id | This value will be used in the statistics of the ACD (in particular, this will be saved in the table StatisticsPartA). Also, this value is used to call the screen pop routine in SalesForce from the Micro Client. |
| User Data 2 | Optionally additional values can be saved here. These values are saved in the StatisticsPartA table in the jtel database. | |
| User Data 3 | Optionally additional values can be saved here. These values are saved in the StatisticsPartA table in the jtel database. | |
| CRM-URL | $SalesForce.InstanceURL/$SalesForce.Id | This URL is provided in the mini client and full client, to access the SalesForce record. If enabled, the Micro Client will automatically popup the record in the active SalesForce window. |
Results
The following shows the results in an incoming call in the jtel system. The CRM Link contains a link to the SalesForce record, and User Data contains the SalesForce Id.
