- Add Text Messaging Conversations to Leads in SalesForce
- Map Salesforce “Leads” (new callers) to a different object (i.e. Contact or Opportunity)
- Assign Salesforce Leads to Specific Agents and Users
- Salesforce Integration Options
- Salesforce Monitors
- Salesforce – Creating Tasks for Phone Calls
- Salesforce Trigger Concepts
- Using Salesforce Triggers
- Resizing the Softphone in Salesforce Lightning
- Assigning Salesforce Campaigns to Tracking Sources
- Importing Past Calls to Salesforce
- Associating CTM Agents to Salesforce Users
- Configuring Call Center and Open CTI Softphone (Salesforce Classic)
- Configuring Call Center and Open CTI Softphone (Salesforce Lightning)
- Integrating CallTrackingMetrics with Salesforce
- Salesforce – Record Creation and Matching