Difference between revisions of ":Salesforce"

(Instructions)
Line 22: Line 22:
 
===Instructions===
 
===Instructions===
 
* [[Internal:Shoretel_Install_Connect_Client|Install Connect Client]]
 
* [[Internal:Shoretel_Install_Connect_Client|Install Connect Client]]
 +
* [[Internal:Shoretel_Log_a_Call|How to Log a Call]]
 
* [[Internal:Shoretel_Login_and_Take_Calls|Login_and_Take_Calls]]
 
* [[Internal:Shoretel_Login_and_Take_Calls|Login_and_Take_Calls]]
 
* [[Internal:Shoretel_Logout_for_Break|Logout_for_Break]]
 
* [[Internal:Shoretel_Logout_for_Break|Logout_for_Break]]
 
* [[Internal:Shoretel_Logout_go_Home|Logout_go_Home]]
 
* [[Internal:Shoretel_Logout_go_Home|Logout_go_Home]]
 
* [[Internal:Shoretel_Wrap_up|Wrap_up]]
 
* [[Internal:Shoretel_Wrap_up|Wrap_up]]
 +
 
===Shoretel Server Status===
 
===Shoretel Server Status===
 
*https://oneview.mitel.com/s/trust
 
*https://oneview.mitel.com/s/trust

Revision as of 17:01, 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