Colored quandrants

CRM Info

Salesforce

Supports Salesforce custom objects and activities and can search caller's details even when Salesforce isn't open.

Enhance your work with Salesforce by linking it to your telephone, delivered in a straightforward and cost-effective way.

Integration simplifies common tasks including the following features:

  1. Click-To-Dial: make calls straight from Salesforce by clicking on the hyperlinked telephone numbers.
  2. Address Book: Search and dial from your Salesforce contacts using a simple Address Book tool even when Salesforce is open.
  3. Contact Popping: Go straight to the caller's record in Salesforce with a single click while on a call with them (or from the Call History window).
  4. Automatic or manual call logging: Create activity records in Salesforce.
  5. Add Contact: Easily create new accounts, contacts or leads while on a call with them.

In addition to Integration with Salesforce many other useful features are included.

  1. Call History (and missed calls)
  2. Integration with Outlook and Google Contacts (requires Plus license)
  3. Can works with multiple Salesforce datasets simultaneously. (requires Plus license)

Would you like help getting started? No problem. Visit our web site (www.callsights.com) or email us at help@callsights.com.

Requirements

  1. A working telephone installation

Notes

Integration with Professional Edition is supported when The Force.com SOAP API is enabled (https://help.salesforce.com/articleView?id=000005140&type=1) Essentials not supported. Professional is supported in Lightening mode, Enterprise is supported in Classic and Lightening mode, Unlimited is supported in Classic and Lightening mode. Salesforce 'Console' and 'Omni Channel' not supported. Service Cloud - Integration is available with the tables i.e. contacts, accounts and leads only. Note, integration does not connect to the fields / tabs of �cases� and �solutions�. Add-in supports the use of Salesforce custom URLs for Accounts, Contacts, and Leads, if required.

Integration Features

Activity LoggingClick to dialAddress BookAdd contacts
Trial

Feature Key

Activity Logging

Add Contact

Caller Preview

Click-To-Dial

Contact Popping

Screen Popping

Caller Preview

Screen Popping

Contact Popping

Address Book

Contact Searching

Activity Logging

Activity Logging

Click to dial

Click-To-Dial

Add contacts

Add Contact