Skip to main content
logo logo

CTM Support Hub

Training Center Submit a Ticket Sign in
What can we help you with?
  1. CallTrackingMetrics Ticket Portal
  2. Integrations
  3. Salesforce

Salesforce

  • Salesforce Notification - Salesforce softphone access blocked: user not found
  • Salesforce Guide
  • Not seeing Salesforce Lead Action in Call Log
  • Add Text Messaging Conversations to Leads in SalesForce
  • Map Salesforce “Leads” (new callers) to a different object (i.e. Contact or Opportunity)
  • Salesforce Monitors
  • Salesforce Trigger Concepts
  • 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)
  • Salesforce – Record Creation and Matching
Submit a request

© CallTrackingMetrics Ticket Portal