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Salesforce plugin is available on uContact v6.440 and next versions. Make sure you have the appropriate version. If you have any doubts please contact uContact support. |
Installation URL
https://login.salesforce.com/packaging/installPackage.apexp?p0=04tDn000000iUFo04tDn0000003p7b&isdtp=p1
Latest releases:
https://idtjira.atlassian.net/wiki/spaces/NET/pages/3949363364/Releases
Log in
The provided URL will ask you to log in to the desired sandbox/production environment.
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After that, search on the setup page “Apex Classes” > “uContactPhone“ > “Security” and add the profile you want to grant access to.
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Configure the net2phone Canada App
You must navigate to the Setup section of your Salesforce instance.
Click the gear icon in the top-right corner, then click Setup.
In the Quick Find search bar, type Call.
Click the Softphone Layouts tab on the left side.
Click New to create a new layout.
Name the layout and check the Default Layout box.
Click Save.
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Add a softphone button to the utility bar in Salesforce
You'll need to edit the app's settings in the App Manager and add the "Open CTI Softphone" utility item. This will allow you to access your softphone directly from the utility bar.Steps:
Access App Manager: In Salesforce Setup, search for "App Manager" and select it.
Choose the App: Locate the Lightning app you want to modify and click the down arrow next to it, then select "Edit".
Navigate to
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Utility Items: Click on the "Utility Items" tab.
Add Utility Item: Click "Add Utility Item".
Search for Softphone: In the search box, type "phone" and select "Open CTI Softphone".
Save Changes: Click "Save" to apply the changes.
Now, the plugin is ready to be used. You only need to login with uContact account
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Installation Troubleshooting
Lighting web security
Salesforce released a beta configuration that causes in some cases errors with the OpenAPI module in Salesforce. The image below shows how to disable the feature.
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404 error
If you get a 404 error entering on the uphone ucontact URL, you must add manually the following rule on the nginx configuration file, located on /etc/nginx/sites-enabled/default
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In case the phone does not connect (Not registered), check that the following location is in the default, if not add it:
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location /IntegraWebsockets { add_header Strict-Transport-Security "max-age=31536000; includeSubDomains" always; proxy_pass http://localhost:8085; proxy_set_header Host $host; proxy_set_header X-Real-IP $remote_addr; proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for; proxy_http_version 1.1; proxy_set_header Upgrade $http_upgrade; proxy_set_header Connection "upgrade"; proxy_read_timeout 86400s; proxy_send_timeout 86400s; } |