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

Prerequisities

The following steps should be performed first:

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.