Hey guys,

I have two lookup fields on Person Accounts (Contact).

• Account (Lookup)
  • Filter: Account Record Type equals Dealer
• Contact (Lookup)
  • Filter: Contact:Account:AccountID equals "SFID"

I tried everything:

• Name
• 15 or 18 SF ID
• with "" and without
• Also tried RecordTypeID for Dealer, also with "" and without and 15 or 18 digit SF ID

But nothing worked, It shows all contacts or accounts all the time.

Do you have any idea? I can provide more information if required. 

OWD´s are public

BR

Hi guys,


i am quite new into CTI Integration so please bare with me.  ;)
We have following requirements: 

Integrate two phone systems:

• 3CX 
  • This system claims to have an adapter which is suitable for chrome. What happens if they use a different browser?
  • https://www.3cx.com/docs/salesforce-crm-integration/#h.eq0cx8q4fhr0
• Smart Business Connect 
  • There does not seem to be any adapter or anything else.

So my questions here:

• Do you have any experience with either of these Telephone systems?
• What would you recommend here Open CTI, Plugin etc? I know for 3CX there is a plugin but for Smart Business Connect there is not...
• For Smart Business Connect do you think this pluigin could help? https://sr.knowlarity.com/

And overall what can you recommend as best practices?

Thank you in advance.

BR
Marius
 

Hi guys,


i am quite new into CTI Integration so please bare with me.  ;)
We have following requirements: 

Integrate two phone systems:

• 3CX 
  • This system claims to have an adapter which is suitable for chrome. What happens if they use a different browser?
  • https://www.3cx.com/docs/salesforce-crm-integration/#h.eq0cx8q4fhr0
• Smart Business Connect 
  • There does not seem to be any adapter or anything else.

So my questions here:

• Do you have any experience with either of these Telephone systems?
• What would you recommend here Open CTI, Plugin etc? I know for 3CX there is a plugin but for Smart Business Connect there is not...
• For Smart Business Connect do you think this pluigin could help? https://sr.knowlarity.com/

And overall what can you recommend as best practices?

Thank you in advance.

BR
Marius
 

Hi there,

I got following error on this Maintenance Cert Badge.

Challenge not yet complete... here's what's wrong:
Couldn’t find 'Find Contacts' with the correct information. Please double check the instructions.

Did you pass it?
What's wrong with my flow.


Thanks in advance
Regards,
LinThaw