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Once the installation screen is displayed:

• Select the set of users or user profiles you want to install.

• Click the Install button.

(It is recommended to “Install for All Users”)

The installation will start.

When the installation is finished, you will get a message indicating that the installation is complete.

Go to the “Setup” option in the upper right corner of the main user screen in Salesforce if after the installation you are not on the Salesforce setup panel.

Search for “App Manager” in the Quick Find and click the “App Manager” entry in the filtered menu.

Edit the Lightning-type app that you want to add the Embedded Sangoma CX Salesforce Agent Panel to (Example: Sales).

• Click the “Utility Items” entry located on the left menu.

• Click the “Add Utility Item” button and

• Search for “Open CTI Softphone”.

• Make the following changes:

  • Label: CCaaS

  • Icon: call

  • Pael with: 400

  • Panel Height: 600

• Click on “ Save ”.

• Once Saved, click the Arrow to go back to the Salesforce Setup Pane.

• Search for "Call Center" in the Quick Find

• Click the "Call Centers " entry in the filtered menu.

If you get this screen, just click “ Continue ”

Edit the call center named “CCaaS”.

Change the CCaaS URL to the Sangoma CX tenant address. The tenant address is the set of characters including https:// and the next / on your Agent Panel URL.

• Example https://productdemo.starcenter.star2star.com/monitor/agent/.

• This would be the Sangoma CX Tenant Address: https://productdemo.starcenter.star2star.com/.

Click the Save button.

After the Save completes you will be redirected to the following screen where you can manage call center users.

Click on the " Manager Call Center Users " button to add or remove a user.

Click the Add More Users or the Remove Users button.

Click on the Apps launcher , and select the application you added the Sangoma CX SalesforceConnector to, for example Sales.

• Once Selected, you should see the Salesforce application.

• Click on the CCaaS button at the bottom left corner of the page.

• Enter your  Sangoma CX Agent credentials 

• Click the LOGIN button.

Select the extension and grant permission for the application to use the microphone and speakers if asked..

At this point you are active as an Agent and ready to take calls