Activity Forums Salesforce® Discussions What are the common challenges in setting up call centre in Salesforce?? Reply To: What are the common challenges in setting up call centre in Salesforce??

  • Surbhi

    Member
    June 2, 2016 at 6:18 am

    Hi Himanshu,

    Before users starts accessing Call Center, an administrator must perform the following tasks:
    1. Install a computer-telephony integration (CTI) adapter on every call center user machine.
    2. Define a new call center record for every CTI system in use at your organization.
    3. Assign Salesforce users to the appropriate call center. A Salesforce CRM Call Center user must be associated with a call center to view the SoftPhone user interface.

    Thanks