Contact Center Integration for Salesforce provides a rich set of computer telephony and other user productivity features for browser-based users of Contact Center and the Salesforce Customer Relationship Management (CRM) solution. These features are fully embedded and integrated within the Salesforce contact window (examples shown below) when using an Internet browser and include:

  • Inbound features (screen-pop, and answer call)
  • Mid-call features (transfer, conference, hold or retrieve call; logging of call notes)
  • Outbound features (search for contacts, and click-to-dial)

This Guide describes how to use the OfficeConnect Enterprise client in the Salesforce environment, and should be provided to users.