Steps to Integrate
Steps to Integrate
with Salesforce
Step 1
Signing into Acefone
- Login to your Acefone account
- Click on the Services tab on the side navigation bar
- Click on Integrations
- Enable Salesforce by clicking the toggle button
- Click on Instructions


Step 2
Configuring Acefone with Salesforce portal
- Type 'call centre' in the quick box
- Click on Call Centres and then, open CTI
- Then click on Manage Call Centre and on Add More Users
- Enter user details in the search filter
(For eg. Using any criteria like the name of the active Salesforce user) - Click on Find to further add the user by clicking on Add to Call Centre


Step 3
Authorising Salesforce account
- Type ‘app manager’ in the Quick Box
- Click on Edit Sales (Lightning Sales)
- Select Utility Items
- Click on Add Utility Item
- Add Open CTI Softphone and save it
Note: Add your mobile number in Setup (Users) in the Mobile field - Select Sales from the app launcher and maximise the phone tab placed at the bottom left corner by clicking on it
- Enter your Acefone credentials and log in to Salesforce CRM. You’re good to go

