Introduction, Requirements – AltiGen MAXCS 7.0 Update 1 Salesforce Connector Configuration Guide User Manual
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MaxCS 7.0 Salesforce Configuration Guide
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These application notes are provided for administrators who are configuring AltiGen Communication’s
MaxCS 7.0 Connector to work with Salesforce.com. The instructions cover:
•
Administrator configuration (page 5)
•
Installation on the client system (page 8)
•
Basic instructions for using the connector (page 9)
•
Connector settings (page 13)
Introduction
Salesforce.com provides a CTI toolkit to integrate its accounts with telephony systems, with which a
softphone is created in a web browser for agent call control. AltiGen encapsulates the CTI toolkit into a
MaxCS Connector, to integrate an AltiGen IP PBX system with Saleforce.com. This document describes
how to configure this connector.
Refer to
for more details on
deploying a CTI adapter. Refer to
for details on how
to use a softphone.
Once configured, the Salesforce connector provides screen pop-ups for incoming calls, and it places
outbound calls from the Salesforce.com web site.
You can choose which type of data you want to try to match with the incoming Caller ID:
•
Account
•
Contact (Phone, Home phone, and Mobile phone information)
•
Lead (Phone information)
•
Case (Case number)
Requirements
The MaxCS server must meet the following minimum requirements:
•
You must be running MaxCS 7.0 Update 1
•
MaxCS must be running on a server that is accessible to the clients
•
MaxCS must have one AltiGen Salesforce Integration Seat License for each agent who will be
using the MaxCS Connector for Salesforce.com
The client system must meet the following minimum hardware requirements:
•
2GHz CPU or faster
•
1GB available hard drive disk space
•
1GB RAM
•
SVGA monitor (1024 x 768) with 256 color display (or better)