salesforce

  1. New Console Tab vs New Browser Window in Salesforce

    I am helping get a call center live on 3CX. They are using Salesforce Service Cloud (I have implemented Salesforce without issue as I do that professionally). But the issue we have run into is that new calls are coming in to the users as a new BROWSER tab vs a new (Salesforce) Console Tab...

  2. How to switch off automatically opening a contact record in Salesforce?

    Hi all, Hoping someone can help, we're using 3Cx and Salesforce, everything is fine apart from the fact we have multiple people convering a switch board number and when a contact calls in everyone is having the contact record open, rather than just the person accepting the call. I've seen...

  3. Salesforce Call Journaling

    Incoming calls will journal to Salesforce but outgoing calls will not. What could be causing this?
  4. Allen_Miller

    Integration with customized Salesforce

  5. Salesforce Integration Testing

    Playing around with integration with salesforce, received this error when running a test. Server returned a non successful status code - HTTPStatusCode=BadRequest - Reason=Bad Request - Content=[{"message":"\nContact(Id,FirstName,LastName,AssistantPhone,Fax,HomePhone,MobilePhone\n ^\nERROR at...
    • Brian Fish
    • Thread
    • crm integration crm salesforce salesforce
    • Replies: 2
    • Forum: Salesforce
  6. paul_carass

    V16 - Salesforce Outbound Dialer (Update 1)

    Hi, In the V16 Launch Webinar, there was a preview of the Integrated Salesforce Outbound Dialer that will be delivered in update pack: Is this an inbuilt Open CTI phone that can be placed in the Utility bar of Salesforce Lightning? Will there be any other prerequisites for using this? Thanks Paul

  7. Salesforce Integration - Syncing call duration

    Hi, I setup the salesforce CRM integration today and it is talking with salesforce and identifying contacts - I would like to synchronize call duration, type etc automatically. I see that in the 'Integrate 3CX Phone System Pro with Salesforce.com' that this is avail;able with 3CX v16 - what is...

  8. 3CX/SalesForce Integration Clarification

    From reading previous threads on the topic, it is clear that the client-side version of the SalesForce plugin has been deprecated and is no longer supported. It is also clear that while the server-side plugin does not have the same functionality as the client-side, this functionality can be...
    • ih303
    • Thread
    • integration salesforce v16
    • Replies: 1
    • Forum: Salesforce

  9. 3CX v15.5 Salesforce client side integration

    Hi, We have couple issues with server side integration (no new tab open when calls receive, only click to link from web client, if unknown number, need to create new account, no link with pre-filled number as it was on client side integration) The new build v.16 will be available till the end...

  10. Salesforce client side integration

    Hello, I am working on a project of 3CX CRM Integration: Saleforce. The server side is done. But on the client side, i can't manage to find the Salesforce plugin ! Is it included or should i downloaded and add it to 3CX?? Included a screenshot on how my CRM integration client side looks...
    • Hind.hk
    • Thread
    • crm integration salesforce
    • Replies: 16
    • Forum: Salesforce

  11. Salesforce Integration not showing up on client

    Hi I have two windows profiles on an auxiliary laptop each with a 3cx profile and the SFDC integration was just fine on one of the profiles. The other profile when logged into 3cx client does not show the integration module. It shows up on their main pc and is working fine, so wondering why...
    • rslattery
    • Thread
    • 3cx integration crm salesforce salesforce sfdc
    • Replies: 1
    • Forum: Salesforce

  12. Salesforce is not creating an activity object for calls

    I am using Salesforce integration and have Journaling checked and it is not creating and activity record for incoming and outbound calls. Outbound calls I am using Chrome click to dial.

  13. 3CX integration with salesforce plugin customized

    Hi Experts, I have setup the 3CX salesforce plugin successfully. It really do a good job for operation performance. How to customized the plugin? Where to download the plugin source code? Is it a open source? I want to customized more function for integration with salesforce. Thanks a lot.

  14. Creating a Case in SalesForce Cases with incoming call

    Hi everyone! Forgive my ignorance, my team had an idea today that I'd like to explore. We use SalesForce Cases for our client support and a big pain point for us is having to ask for the clients name and business so we can then create a case. Is there a way for an incoming call to create a case...

  15. Integration with Salesforce doesnt work on Server Side conf

    Hello everyone, We are using Client side Salesforce integration successfully on our company. But we would like to use server sided integration with Salesforce. We followed guide https://www.3cx.com/docs/salesforce-crm-integration/ but on Web interface on a client, when a call received nothing...
    • Mustafabozkurt
    • Thread
    • 3cx integration integration crm salesforce salesforce server side
    • Replies: 3
    • Forum: Salesforce

  16. Solved Salesforce Client-side Integration Broken

    Steps to reproduce: Call in from an outside line Create a new contact record based on the number shown Disconnect the call Call in from the same outside line again The 3CX for Windows app should call up the Salesforce record that was just created. Instead, it attempts to create a new contact...

  17. 3CX and Salesforce Call Logging

    I have setup the integration with Salesforce (Lightning) and 3CX (15) using the server side method. https://www.3cx.com/docs/salesforce-crm-integration I have also setup the extension to download the integration script and inputted my login and token. I have installed the 3CX Click to Dial...

  18. Salesforce - creating lead record on inbound call.

    Hi All, I have set up the Salesforce integration so 3CX looks for existing leads and creates a task to log the inbound call on that lead, which works fine. However, is there a way that when an inbound call takes place and a lead record is not found, it creates the task anyway so we can track...

  19. Salesforce Open CTI Integration with 3CX

    Hi, I want to integrate Salesforce Open CTI with 3CX. For this I need the 3CX API documentation. Also, if anyone is aware what are the other prerequisites to start the same like Provider Account, Provider Auth Token, endpoint etc. Appreciate your inputs on this. Thanks, Garima

  20. Solved Salesforce Outbound Call Logging not working

    Hi, We have been currently working successfully with the 3CX & Salesforce Integration for about a week. However, all of a sudden on Tuesday a number of agents that use the "Call phone via 3CX Click here to call this contact with 3CX (Phone)" have noticed that the task that is created...
    • Myles_G94
    • Thread
    • 3cx integration plug in salesforce softphone
    • Replies: 7
    • Forum: Salesforce
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