Salesforce.com Integration - Toshiba IP edge General Description Manual

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Salesforce.com Integration

Salesforce.com Integration
Salesforce.com integration is provided as a plug-in downloaded, at no charge, from the
AppExchange™. Salesforce application users can make and receive calls and perform other call
control functions using the Salesforce application. It provides users with click-to-call capability
from the Salesforce Contact. It integrates call control and contact history. The user can add the call
results and notes when necessary, and it is also recorded in the history. The Toshiba plug-in can
work with IP telephone or softphone option on Call Manager or UCedge
In Contact Centers, the plug-in can be configured to automatically pop up the customer contact
based on the phone number so that the agent can process the customer's request quickly and
accurately.
If a matching contact is not found, Salesforce can be configured to open the new contact to create
a new customer record. Each Salesforce plug-in user requires the Salesforce UC license
(I-UC-SFORCE)
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IPedge General Description 03/16