Salesforce CRM

Steps to integrate Salesforce CRM with Servetel

1. Login to your Servetel account.

2. Select Integrations under Services tab.

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3. Activate the integration with Salesforce CRM by toggling the switch.

4. Click the Instruction button.

5. Click the Enable button on top-right corner of the page.

6. Select the user for integration and click Save.

Note: The user phone number in Servetel and Salesforce should be the same.

7. Login to your Salesforce account.

8. Now, login with the user account on Servetel and Download the package under Salesforce integration page.

9. Select Install for All Users and click Install.

10. Type and select Call Centers in the search bar and then click OpenCTI.

11. Now, click on Manage Call Center Users.

12. Search the user for which you want to enable integration and click on Add to Call Center.

13. Click on Add More Users to further add additional users.

14. Type App Manager in Quick Box and click on Edit for Sales (LightningSales).

15. Click on Add Utility Item and then select Open CTI Softphone and save it.

16. Select Sales from app launcher.

17. Click on the phone icon on the bottom-left corner and enter your Servetel credentials to login to the softphone application.

Now you are ready to make calls from Salesforce CRM using Servetel.