jtel Salesforce Connector for innovaphone
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/contacts 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 contact.
You can also select your 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
then you can go to PBX Manager and click on AP jtelsalesforce
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:
<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>/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>
Usage
When entering your Salesforce account, you are able to find the App
Login
You will need 3 inputs to Login
- PBX address
- Username
- Password
Once connected, you can use the App