Salesforce users encounter URL redirect page and the call log does not appear when using click-to-dial on the Salesforce Opportunity tab.
- Individual System Sign-On Integration with Salesforce
- Salesforce Enhanced
Professional Services needs to create a custom XML to grant access to click-to-dial from the Opportunity tab.
Your 8x8, Inc. Account Manager can provide a referral to Professional Services.
The default XML in the VCC Salesforce integration does not authorize using click-to-dial from the Opportunity tab.
- Making calls using control panel: You can make outbound calls from the control panel by entering the desired number in the Phone tab and clicking Dial. The 8x8 Contact Center app uses a two-step process to dial an outbound call:
- Your agent telephone rings first. Answer the call.
- The call is then directed to the destination. Your external phone number rings next.
If the phone number is linked to a contact, the contact record pops after the call connects. A task page appears after the call is terminated with a call log attached to that page.