• 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