Disclaimer: Salesforce is a third-party product and a trademark of SalesForce inc.
To integrate the NUACOM phone system into Salesforce you must install the NUACOM Salesforce App.
please request the CTI.xml from the support team by emailing (email@example.com)
Step 1. How to install the NUACOM Salesforce App
*Please Note: You MUST be an admin and signed in to your Salesforce account to continue*
Also your account must have access to REST API (add-on, or specific subscription)
Salesforce CTI Installation steps
1 - Setup -> Call Centers -> Import -> import our CTI.xml file
1.1 - Click on Manage Call Centers Users
1.2 - Click on Add More Users
1.3 - Use the filter to find the desired users and click on find
1.4 - Check the checkbox related to the users you want to give access to the CTI and click on Add to call center
2 - Setup -> Package Manager -> New -> Package Name “Nuacom” -> Save
2.1 - Click on Add to add a component to the package components list
2.2 - Choose Component Type “Call Center”, select the checkbox for “NUACOM Softphone CTI”, Click on “Add to Package”
3 - Setup -> App Manager -> Select Sales from Lightning then Edit
3.1 - On App Settings, click on the menu “Utility items ( Desktop Only ) then Add Utility Item and choose the “Open CTI Softphone” option and click on save.
Return to your NUACOM account on the NUACOM Website.
Navigate to Settings > Apps & Integrations.
In your Salesforce integration section,
Click the View/Edit button,
You now need to allocate your NUACOM users to your Salesforce Users.
- Select the user you wish to assign and click ‘+Add’.
- When the user has been added click the ‘Save Users Config’ button.