Using the Contact softphone within Salesforce

To use the Contact softphone within Salesforce to make and receive calls:

Procedure #

1. Log into your Salesforce account as usual.
   Note: If you are logging in using the login credentials for your Microsoft user account, you must configure your web browser to allow the Contact application to use pop-up windows. You do not need to do this if you are logging in using your standard username and password.
2. Open the Contact application that is integrated in your account.
3. Enter your Horizon Contact login details.

You can now answer calls using the Contact softphone within Salesforce.

Note: If you cannot see the Contact softphone within Salesforce, the following icon is displayed in the top-right toolbar:

and, when you try to log into the Contact softphone, an error message is displayed. This is because some web browsers block all third-party cookies and local storage access, preventing CRM integration. You will need to enable third-party cookies by following the instructions in Troubleshooting.