Add OpenCTI Softphone

The Salesforce integrated eXperience utilizes Salesforce's OpenCTI Softphone.  The Salesforce administrator will need to add this to an application in Salesforce to activate the integration.

1

Navigate to App Manager

From the Setup Menu, navigate to Apps -> App Manager

Select the application you would like to add the OpenCTI Softphone to.  Click on the button on the far right of the record and select Edit.

2

Add the Utility Item

Once in edit mode, navigate to the Utility Items menu on the left.

Select Add Utility Item and find the Open CTI Softphone.

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