Salesforce CRM

Follow these steps to integrate Salesforce CRM with Smartflo.

1. Log in to the Smartflo portal.

2. Click on Integrations under Services tab on the side navigation panel.

3. Move over to the Salesforce integration section and click on Enable.

4. Once enabled, click on More Details.

5. Click on Enable to add user for the integration.

6. Select the User and Integration Type (Mobile/Extension) then click on Save.

7. Click on the Steps button and click on the link to download the Salesforce package.

8. Select the users you wish to install the package for and click on Install after acknowledging the agreement.

9. Once the installation is complete click on Done.

10. You will now be redirected to the Salesforce login page, enter your credentials and click on Log in.

11. In the Salesforce console click on the cog icon in the top right corner and then select Setup from the drop-down menu.

12. Search for the App Manager in the search bar and click on it.

13. Move over the lightning sales app and click on edit from the drop-down menu.

14. Click on Utility Items (Desktop Only) on the left side navigation pane.

15. Click on Add Utility Item, then search for Open CTI Softphone and click on it.

16. Open CTI Softphone has been successfully added.

17. Go back to the setup page and search for Call Centers in the search bar and click on it.

18. Click on Open CTI.

19. Click on Manage Call Center Users.

20. Click on Add More Users, then search and select the desired users and click on Add to Call Center.

21. Select the menu in the top-left corner, search for Sales and click on it.

22. Click on the Phone button in the bottom-left corner and then click on Sign In.

23. Enter your Smartflo user credentials and click on Sign In.

24. You have successfully integrated Smartflo with Salesforce and are ready to make calls.

How to Use The Integration

Brief description of the functionalities provided by the Salesforce Integration (HPBX).

Follow the below-mentioned steps to use Smartflo Integration with Salesforce CRM effectively.

1. Log into your Salesforce Account.

2. From the dashboard select the menu in the top-left corner, search for Sales and click on it.

3. This app integration provides the below-listed functionalities of Smartflo through Salesforce CRM.
   1. Click To Call (Outbound Calls)
   2. Call Detail Records( show duration, status, disposition status, etc)
   3. Call Notes or Call Description
   4. Agent Extension
   5. Automatic Logs
   6. Lead Form
4. To use the Click To Call functionality, Click on the Phone icon in the bottom-left corner. Dial the number of your choice.

Enter the number you wish to call, select the Agent Extension you wish to use and click on Call.

5. Click on the Settings icon to open the settings of the Softphone.

a. Select the Auto-create Call Logs option to automatically create logs after each outbound or inbound call.

b. Select the CTI Pop option to make the softphone pop out whenever there is an inbound call.

c. Click on the Enable Click to Dial button to enable Click-to-Call

6. You can see the Call Detail Records and save Call Notes manually once the call has ended.

7. You can fill in the Lead Form as well once the call has ended.

8. Once a log is saved a Task is created you can access it by clicking the Tasks button from the nav bar on the top.

Note: If you are unable to generate logs please make sure that the Auto-create Call Logs option is enabled as shown in Step 5.

If you are still unable to generate logs make sure that the Language and Time Zone settings are set properly.

• Click on the profile icon in the top-right corner and click on Settings from the drop down menu.
• Click on Language and Time Zone from the left side navigation pane.

• Set the Language, Time-Zone and Locale as shown in the image below and click on Save.

You are all set to use the integration to its fullest potential.