Difference between revisions of ":Salesforce Interface Map"

(Ready to Take Calls Checklist)
(Ready to Take Calls Checklist)
Line 8: Line 8:
 
     <table>
 
     <table>
 
         <tr>
 
         <tr>
             <th>Object</th>
+
             <th>Checklist</th>
 
         </tr>
 
         </tr>
 
         <tr>
 
         <tr>

Revision as of 17:04, 23 January 2018

Salesforce Interface

Ready to Take Calls Checklist

Ready to Take Calls Checklist

Checklist
Logged into Phone
Logged into Shoretel ECC
Logged into Omni-Channel

Queues View

Description

Interface

SF UI Overview1.png

Quick Access Bar

SF UI Overview2.png

Phone

Description

Interface

SF UI Overview4.png -Default State

SF UI Overview5.png -Logged in State

Omni-Channel

Description

Interface

SF UI Overview6.png -Default State

SF UI Overview7.png -Logged in, and Available State

History

Description

Interface

SF UI Overview8.png

Notes

Description

Interface

SF UI Overview9.png

Shoretel ECC

Description

Interface

SF UI Overview10.png -Default State

SF UI Overview11.png -Logged in, Not Logged Into Queues

SF UI Overview12.png -Logged in, and Logged Into Queues

Cases Window

Description

Interface

SF UI Overview3.png