25.2 Settings on the Salesforce portal

Log in to your Salesforce account and install the package by clicking this link:

https://eu11.lightning.force.com/packagingSetupUI/ipLanding.app?apvId=04t0Y000001JnBD

you will be asked for the package’s password. You should receive it already in your email. The platform sends it the moment you enabled SF integration on the VUC portal.

By default, the component will be installed for all users. You can change it in this step or later from the configuration page.

When completed you will see a summary page.

The package will be shown also under Apps/Installed packages menu.

Call center configuration

To configure the web phone behavior and who will have access to it, go to Call Center configuration. In the Search input box enter Call centers.

Click on Continue to see the list of available call center’s configurations. There will be Callto.net.

Click on Callto.net link and click Manage Call Center Users . Next, click Add more users button. It will let you add Salesforce users that will be allowed to see the Phone icon. 

Adding the web phone to Lightning Sales page

Go to the app manager, select the Sales app (for Lightning) and click on the Edit link.

This step will let you add the Phone icon to the Sales screen. You can add the icon to other screens too. When the Phone icon is clicked it will open the web phone component.

Go to Utility bar tab and click Add button.

From the list of components choose the Open CTI Softphone

At this step you can change its name to Callto.net softphone and click save.

Now you need to log out and log in and when you open the Sales screen you should see the Phone icon in the bottom bar.