Download Squaretalk Axiom for Salesforce and directly initiate communication between your agents and your customers.
Download Squaretalk for Salesforce. Run install from your browser (we support Chrome, Firefox, Explorer and Safari). Login with your Salesforce credentials and click Install button.
Check Grant Access and click continue.
When the installation is complete click "Done".
On the All tab click (+)
Click on Extension Configures
Click on new to add a new record. Note: Ensure the extension number is unique for each user. Also, note that each Salesforce user can only be assigned one extension.
Type sites in the quick find search box
Create a site to configure the app
Click on new to create a site. Fill in all required fields and click on "Save".
Go to setup and enter sites. Click on activate to activate the site. Click on the sites link and click on the name of the new site. Click on Public Access Settings.
Scroll down the page and click edit in Enabled Apex Class Access section. Add two Classes: "SQT.CTIRestController" and "SQT.CallSetupApex". Click on "Save" button.
Navigate to Setup and type custom settings in the quick find box.
Navigate to the site. Click on the "Edit" button. Provide basic access of Create and Read to Standard and Custom objects. Click on "Save" button.
Click on CTI Domain.
Click on Manage.
Click on New to add a record for Domain setup to access the API. NOTE: Make sure to access the API for Softphone you need to add only one record.
Navigate to Setup and type "call centers" into the quick find box.
Click on Open CTI
Scroll down the page and click on Manage Call Center Users
Click on Add More Users to add all the users who can access the softphone