Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This documentation will serve to guide those responsible for the integration between Evolux and SalesForce, to correctly enable the module in their environment..

1 - Access the link below, which will take you to the Evolux Phone installation package and follow the steps displayed by SalesForce:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5G0000043vOc

*ps: Use the customer's SalesForce URL address.

Image Removed


Image Added




2 - Go to the “Setup” option in the upper right corner of the main User screen in SalesForce.


3 - Look for “App Manager”


4 -  Edit a Lightning-type app (ex: Sales) that you want to add Evolux Phone to.


5 - Click on “Utility Items” and search for “Open CTI Softphone”, add it and click on “Save”.


6 - Go back to the settings and look for "Call Center" and click on "Call Centers".

8 - You will be redirected to "Evolux Phone Settings", where you must enter the "Evolux URL" (ex: https://evolux.evolux.net.br).


9 - After clicking on the "Save" button you will be redirected to the following screen where you can manage call center users.

10 - Click on "Manager Call Center Users" to add or remove a user

11 - Go back to the Lightning app where you added the "Evolux Phone" and you're expected to see a screen with the phone option below:

Now just enter the agent credentials registered in Evolux to login (smile)


This is the EvoluxPhone service interface. 😎

Hope we helped you!!!