This guide explains how to activate the jtel ACD using the Lightning SalesForce experience.
Prerequisities
The following steps should be performed first:
Call Center Adapter Installation
Tip
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
Note - you can also customise an existing 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:
Customise the utility item as required:
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.