Client Side Salesforce plugin

Discussion in 'CRM / Helpdesk / App Integration' started by Mike Carroll-Owen, Jan 22, 2018.

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  1. Mike Carroll-Owen

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    Hi we have intergrated the salesforce crm both server side and have also tried using the plugin to automatically bring up caller details however it will not launch salesforce records in a new browser can anyone help?

    We are a new support charity.
     
  2. edossantos

    edossantos Support Team
    Staff Member 3CX Support

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    Hi @Mike Carroll-Owen,

    The server side CRM integration will not automatically popup the contact record. When you receive an inbound call from a contact found in Salesforce, the 3CX Web Client (not 3CXPhone) will show a link to open the contact, but it will not be automatically opened in a new tab.

    On the other side, the client side plugin will open the contact in a new tab when the contact is found. If this is not happening, please check the logs from "%AppData%\3CXPhone for Windows\Logs", and if there is any issue you will find it there.

    Kind regards.
     
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