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=04tDn000000iUFo
Log in
The provided URL will ask you to log in to the desired sandbox/production environment.
Select the “Install for admins only option“
In order to install the package, “I acknowledge that I’m installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce’s AppExchange Partner Program.” must be checked due to this being a beta installation.
When the installation is finished, you should see a screen similar to the image below
Configure uContact URL
Now we have to tell salesforce the address of our uContact instance. Search for the Net2phone settings on the apps menu.
Add users to the call center
After installation, we have to add the desired users to the salesforce call center.
Search on the setup, the option “Call Center”. Choose the uContact call center and add the users you want to use the plugin.
Allow access to non-system admin users
As we installed this plugin as an admin only, we have to grant non-admin users privileges to access the required components.
Go to the setup page, search “VisualForce Pages” > “uContact” and add the profile you want to grant access to.
After that, search on the setup page “Apex Classes” > “uContactPhone“ > “Security” and add the profile you want to grant access to.
Now, the plugin is ready to be used. You only need to login with uContact account
Installation Troubleshooting
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.
