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About
With this integration, you will be able to make phone calls using VOCPhone in Salesforce CRM and Import your Salesforce contacts in the Vocphone portal.
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Installing the Salesforce App
When you got go to the App package link, you will be brought in this page. Install it for All users or depending on your choice you can restrict it for admins or specific profiles. then click Install at the bottom of the page.
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Make phone calls in salesforce CRM.
Before going to this steps make sure you already installed the app. Start with clicking the App Launcher Icon and find VOCPhone Apps
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A tab named “VOCPhone“ should appear at the bottom of the page. Otherwise please check if the call center is assigned to the users by following the steps of Manually assigning VOCPhone Call Center to your Salesforce Account.
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Click it to open to enable the click to dial feature. The dial pad should appear in the app.
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Note: If the app is stuck in the spinning loader. Try to Hard refresh the page or Login-Logout the account.
The phone icons should appear without the slashes, this means the click to dial is now enabled.
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Manually Assigning the VOCPhone Call Center into your salesforce user. (Optional)
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Click the App Launcher Icon, type and select VOCPhone Apps
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A The VOCPhone tab named “VOCPhone“ should appear at the bottom of the page . Notice the phone icon beside the phone numbers in your contacts has slash in it, that means the click to dial is disabled. To enabled it click the VOCPhone tab at it should open the calling app.
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Finally the slash in the phone icons beside the phone numbers has disappeared, it means that and you should open it to enable the click to dial has been enabled. Try to click it.
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