Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Skype Click-to-Call for Mac and PC
New ***Support for Salesforce Open CTI***
Overview
1: Seamless click-to-dial functionality built into the Salesforce user interface as you already know it. 2: Automated call task workflow + Integrated activity history in the sidebar.
Make Skype Calls Directly from Salesforce
PC and Mac Compatible - Welcome, Apple Users!
Call Logging in Activity History
3: Post Install Setup Instructions: Step 1: Add users to the Call Center Go to Setup, enter Call Centers in the Quick find box, then click Call Centers. Click the Edit next to the "ClickToDial" Center Adapter and then click Manage Call Center Users. Add any additional users that you want to use this app. OR Click the Plus icon (+) to the right of your current tabs. The All Tabs page appears. Click on "Click to Call" Tab | Select Manage Users| Select users from the list view | Click "Add to Call Center". Step 2: Goto Leads/Contacts/Accounts | Select a Record | Click any Phone/Mobile field to place a call. Call activity should appear in the sidebar. 4: Support and Feature Request: Please post your support questions and feature requests: https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001oYD
Categories
- Business Needs
- Telephony
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyManaged Package