Introduction

In this section, we will describe how to use the jtel App in Innovaphone to be able to use Innovaphone functions within Salesforce.

With this app, you can login to your Innovaphone account, you will see the status of your connected device alongside with your name, you can enter a destination number and start a call.

In the other hand, click to dial functionality in Salesforce will be unlocked that you can click on your customers phone number to start automatically a call in your Innovaphone device. When receiving an inbound call to your Innovaphone device, an automatic popup with the caller data will appear in Salesforce if the caller is already a customer.

You can also select yoiur device (hardphone, softphone) inside the App if you have multiple phones.

Setup

Setup in Innovaphone App platform

Download from the App Store

Go to App Store in AP Manager and search for the App: The App name is jtel Salesforce

select the latest release and install

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then you can go to PBX Manager and click on AP jtelsalesforce

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Click on + Add an App

Select jtelsalesforce and input the Name and the SIP, select both Config User and Config Admin.

the app is now visible in App Client, you can use it there, but the main goal is to use it in Salesforce

For that, you need to get the app URL, which is https://<appplatform_url>/jtelsalesforce/jtel-jtelsalesforce.htm

we will  need this URL later to setup the Salesforce.

Setup in Salesforce

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

the only difference from this documentation is the XML for the App definition which is the following: