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andrewbishop

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I have setup the integration properly and the calls are being logged on the Activity on the side of the contact record, but if someone calls in, I'd love if Salesforce popped up that record, is this possible?
 
How is your settings configured?

1717790802885.png

(3 sideways dots, settings)
 
How is your settings configured?

View attachment 41828

(3 sideways dots, settings)
In this screenshot, you need to select the second option: "Open Contact URL using Server Side CRM Integration". This will cause that the contact record is automatically popped up in a new browser tab. Ensure that your browser is not blocking popups, as that might prevent the popup.
 
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