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CTI Integration with Salesforce



Please let me know the Process/Steps required to achieve CTI Integration with Salesforce.



Cory CowgillCory Cowgill

There are a couple things.


1. You need to ensure you have the Service Cloud licenses.

2. There are AppExchange CTI Adapters that you can install for all the major CTI providers (Cisco, Avaya, etc) - and search (CTI) or (Telephony).

3. You can use the Open CTI Toolkit on SFCD to build your own CTI integration.


That should help you get started.

Rahul Mishra 155Rahul Mishra 155


You just need to have a developer account on Salesforce followed by a bit of configuration steps to enable the CTI controls of your existing telephony system inside Salesforce. The manual process of configuring a CTI gadget can be complex. You may leave it to the technical solution experts offering ready integration of Salesforce and telephony systems through Computer Telephony Integration. Check out Salesforce Smart CTI Connector ( from NovelVox to simplify this configuration process. 

Hope this helps!!