Initial Setup

Setup your contact sync to CDC Setting up Automated Call Logging and Workflow Automation with Salesforce. Smart Routing: Salesforce powered Call Routing. Add additional call information to the Salesforce Task "Comments" Field Manual SF Change Data Capture Configuration Syncing contacts, leads & accounts between Salesforce & PhoneIQ. Assigning PhoneIQ Licenses in Salesforce Installing PhoneIQ in your Salesforce Org. Connecting PhoneIQ and Salesforce via API. Activating the PhoneIQ Softphone in Salesforce Lightning. Managing PhoneIQ Permission Sets. Visualizing custom fields within Salesforce Tasks for Calls and SMS/MMS Setting your Salesforce CTI Panel Width and Height Enabling Support for Salesforce Person Account