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Jordan Wight (Accenture) a posé une question dans #Data Management
In the Softphone Layout within Salesforce, it has the following settings:

 

Screen pops open within: Existing browser window

 

No matching records: Don't pop any screen

 

Single-matching record: Pop detail page

 

Multiple-matching records: Pop to search page

 

But those screen pop options don't specific which type of record can be popped (Account, Case, Knowledge, etc.). Which standard records can be popped with CTI softphone?

 

If I choose to pop a VisualForce page, does it literally pop a visual force page, or can I use that option somehow to have additional logic and pop an existing Salesforce record? If I use additional logic, could I take one of the UUI attributes and search for it within Knowledge in order to pop an article? How do I access the UUI attributes within the code of the VF page or additional apex logic?

 

I am using the Avaya Open CTI Adapter.
4 réponses
  1. 17 avr. 2015, 06:07
    Hi Jordan

     

    To set it to pop to a given Visualforce page, just put that Visualforce page in the Screen Pop settings under "Pop To Visualforce page" for the match scenario of your choice.  Be sure to log out of Salesforce.com, close all your Salesforce.com windows, and log back into Salesforce.com to ensure that your changes take effect.  Also, be sure to assign the SoftPhone Layout to your profile to ensure that you're getting the layout you intended to get.

     

    You could visit the below link for details

     

    https://success.salesforce.com/ideaView?id=087300000007VAP

     

    Hope this helps

     

    Regards

     

    Sachin
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