To make it easier for you, we've broken it down into three different sections. The configuration sections are as follows:

1. Import the Aircall CTI to your Salesforce account

2. Add users to your Call Center

3. Enable your Salesforce app to display the Aircall CTI

1. Import the Aircall CTI to your Salesforce account:

  • Log in to your Salesforce account
  • Click on this link to install the Aircall CTI to your Salesforce org for Production
  • Select Install for all users, click on Install and select Done

2. Add users to the recently installed Call Center (Aircall CTI)

  • Go to Setup and search for Call Center in the quick find bar
  • Click on Call Centers and select Aircall CTI for Salesforce
  • Click on Manage Call Center Users
  • Search for your users by typing their name and click on Find
  • Select the users who should have access to the Aircall CTI within Salesforce
  • Click Add to Call Center

3. Enable your Aircall CTI via the Softphone Layouts:

  • Search for Call Center in the quick find bar
  • Click on Call Centers and select Softphone Layouts
  • Click on New, pick a Name and click on Default Layout and lastly Save
Salesforce_clicktodial.png

4. Enable your Salesforce app to display the Aircall CTI:

  • Go to Setup home
  • Search App in the quick find bar
  • Click on App Manager
  • Edit the Salesforce App you wish to have the Aircall CTI displayed for your Team (this is the edit button: ) Please note that our App Aircall in lightning is already configured with the Utility Bar.
  • Click on Utility Bar
  • Click on Add and select Open CTI Softphone
  • Optionally: change the Label to the name of your choice
  • Click on Save and click on Done

The Open CTI Softphone in the Utility Bar should look like the following

ctiSF.png

That's all! 🎉

Refresh the page and you should be able to see your Aircall CTI inside the Lightning UI, click-to dial from Salesforce, and pop-up screens for incoming calls!

salesforce-CTI-screenshot.png

Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!

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