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Fonality's Unified Agent Edition (UAE) integrates PBXtra with http:// Salesforce.com's software. Currently it can be integrated with:
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The dashboard is not part of the UAE package. The Salesforce admin user needs to login and setup the dashboard manually before users can enjoy all the benefits. Setup is extremely easy!
Login to Salesforce.com
Click on the Dashboard tab
Click the Create new folder link
Fill in the details and make sure that this folder is accessible by all users
Save the new folder
Click New Dashboard button
Fill in details for this section
Click Save
In the new dashboard using the Edit view, you can add any components you wish (there are many - and each customer should choose your own makeup of components that best compliments your business)
Click add new component in one of the columns
Select the Drill Down to Source Report
Select one of the Fonality UAE reports from the custom report drop-down
Fill in the other details and click Save
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For Unified Agent Edition to work properly with your http:// Salesforce.com account, make sure the following fields are enabled (most are enabled already by default):
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The FonalityUAE custom app in http:// Salesforce.com (found in Setup >> App Setup >> Create >> Apps) has to be visible for the profiles that use it.
The FonalityUAE custom app needs to have Fonality Call Assistant as one of the selected tabs.
The Session Settings in http:// Salesforce.com must not be locked by IP address from which they originated.
To check this, go to Setup >> Administration Setup >> Security Controls >> Session Settings.
Uncheck "Lock sessions to the IP address from which they originated".users must have permissions to read, create, edit Accounts, Contacts, Leads, Opportunities and Cases.
If users do not have create permissions, they will not be able to create new records from the Fonality Call Assistant tab.
Users must have permissions to read, create, edit, delete all custom objects begining beginning with "Fonality".
To check permissions on Salesforce, please login as admin and go to Setup.
Under Administration Setup >> Security Controls, you can modify the global settings by clicking Sharing Settings.
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Please make sure that Account, Contact, Lead, Opportunity and Cases are set to Public Read/Write.
If you have created custom profiles for different users, please make sure that those profiles have basic access to Accounts, Contacts, Leads, Opportunities and Cases. The profiles also need to allow basic access for all custom objects related to Fonality UAE (these are objects begining beginning with "Fonality").