Salesforce Integration

[Darryl Traylor]

I have a 3CX instance that has Salesforce integrated. It has call queue with 4 phones with ring all strategy. When a call comes in all it opens a new tab on all computers on their web browser with the CRM information. The 3 that don’t answer it gets it as well. They asked if there is a way to only open the contact information for the extension that answers the phone that answers the call. The only way I can think of is to change the ring strategy. This is my first Salesforce integration. Have any of you dealt with this issue?

I am on version 16.0.1078

 

[Evolute IT]

Unfortunately, the only way is automatic on ringing.

You can, however, disable the auto-open in the Webclient/Browser Extension settings, and have the users simply click the little contact icon when they answered.

 

[Darryl Traylor]

Thanks for the response. Are you talking about the integration settings?

 

[Evolute IT]

Thanks for the response. Are you talking about the integration settings?

Yes

 

[Darryl Traylor]

We tried it, today. What goes in the "Open Contact URL" field?


http://example.com/search?phoneNumber=%CallerNumber%&displayName=%CallerDisplayName%

TIA

 

[Evolute IT]

You should just have to select this:



And it would work when the extension is running.