Difference between revisions of ":Salesforce"

(Process Quick Reference)
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[[file:SF_Salesforce_Infographic.png|right|150px]]
 
[[file:SF_Salesforce_Infographic.png|right|150px]]
 
*[[Internal:Salesforce_ECC_Toolbar|ECC Toolbar]]
 
*[[Internal:Salesforce_ECC_Toolbar|ECC Toolbar]]
 
+
===Manuals===
==Links and Resources==
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*[https://www.odrive.com/s/1b81b226-661e-47e0-a59f-fd42ca0e0b34-5a15bb03 Shoretel for Salesforce Users Guide]
 +
===Instructions===
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* [[Internal:Shoretel_Install_Connect_Client|Install Connect Client]]
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* [[Internal:Shoretel_Login_and_Take_Calls|Login_and_Take_Calls]]
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* [[Internal:Shoretel_Logout_for_Break|Logout_for_Break]]
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* [[Internal:Shoretel_Logout_go_Home|Logout_go_Home]]
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* [[Internal:Shoretel_Wrap_up|Wrap_up]]
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===Shoretel Server Status===
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*https://oneview.mitel.com/s/trust
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===Links and Resources===
 
*[https://oneview.mitel.com/s/article/Mitel-for-Salesforce-Connect-CLOUD-ONSITE?r=2&ArticleView.getArticleHeaderDetail=1&Quarterback.validateRoute=1&RecordGvp.getRecord=1&ArticleTopicList.getTopics=1&ToggleFollow.getChatterFollowModel=1 MITEL FOR SALESFORCE (MICLOUD CONNECT/CONNECT ONSITE)]
 
*[https://oneview.mitel.com/s/article/Mitel-for-Salesforce-Connect-CLOUD-ONSITE?r=2&ArticleView.getArticleHeaderDetail=1&Quarterback.validateRoute=1&RecordGvp.getRecord=1&ArticleTopicList.getTopics=1&ToggleFollow.getChatterFollowModel=1 MITEL FOR SALESFORCE (MICLOUD CONNECT/CONNECT ONSITE)]
 
==Process Quick Reference==
 
==Process Quick Reference==

Revision as of 16:59, 7 February 2018

Salesforce

Getting Started

(Under Construction)

SalesforceIcon.png


Routing: Omni-Channel

SF UI Overview7.png

Telephony: Shoretel/Mitel

SF Salesforce Infographic.png

Manuals

Instructions

Shoretel Server Status

Links and Resources

Process Quick Reference

  • Must use Chrome
  • Case must be created or updated for every customer interaction
  • Email must be sent to customer for every customer interaction
  • Case must be closed before moving onto the next case