UAE And Salesforce.com Setup Guide

UAE Setup and Installation Guide

Fonality's Unified Agent Edition (UAE) integrates PBXtra with Salesforce.com's software. Currently it can be integrated with:

• Professional

• Enterprise

• Unlimited Editions

If you have purchased UAE and are searching for the Installation Guide, please click the link:

Unified Agent Edition Installation Guide

Salesforce.com Dashboard Setup

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!

1. Login to Salesforce.com

2. Click on the Dashboard tab

3. Click the Create new folder link

4. Fill in the details and make sure that this folder is accessible by all users

5. Save the new folder

6. Click New Dashboard button

7. Fill in details for this section

8. Click Save

9. 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)

10. Click add new component in one of the columns

11. Select the Drill Down to Source Report

12. Select one of the Fonality UAE reports from the custom report drop-down

13. Fill in the other details and click Save

Administrators should add any and all components available from the SFDC interface they feel will compliment their business.

Once the dashboard is setup, all users will be able to use the dashboard.

Salesforce.com Setup for Unified Agent Edition Integration

For Unified Agent Edition to work properly with your Salesforce.com account, make sure the following fields are enabled (most are enabled already by default):

Under Contacts, the following fields must be enabled

1. First Name

2. Last Name

3. Name

4. Title

5. Description

6. Account Name

Under Opportunities, the following fields must be enabled

1. Name

2. Stage Name

3. Amount

4. Close Date

5. Description

6. Account Name

Under Leads, the following fields must be enabled

1. First Name

2. Last Name

3. Name

4. Title

5. Company

6. Description

7. Status

Under Accounts, the following fields must be enabled

1. Account Name

2. Description

Under Cases, the following fields must be enabled

1. Subject

2. Description

3. Status

4. Type

5. Case Number

6. Contact Name

7. Account Name

Salesforce.com Setup for Fonality Call Assistant

For the Fonality Call Assistant tab (screen pops) to work correctly, the following permissions need to be set:

1. The FonalityUAE custom app in Salesforce.com (found in Setup >> App Setup >> Create >> Apps) has to be visible for the profiles that use it.

2. The FonalityUAE custom app needs to have Fonality Call Assistant as one of the selected tabs.

3. The Session Settings in 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".

4. 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 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.

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 beginning with "Fonality").