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  1. CallTrackingMetrics Ticket Portal
  2. Integrations
  3. Salesforce

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
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