Salesforce 集成—

功能

Automatic call logging to Salesforce Tasks
Screen pop with caller contact details
Call recording links synced to Salesforce
Call disposition and notes sync
Click-to-call from Salesforce contacts
Works with Sales Cloud and Service Cloud

如何接入

Connect your Salesforce account

Click Connect below to authorize Cliqtel with your Salesforce org via OAuth.

Configure call logging preferences

Choose which call types to log (inbound, outbound, missed) and select default task fields.

Enable screen pop (optional)

Install the Cliqtel Salesforce package to enable caller screen pops in the Service Console.

Test with a call

Make a test call and verify the Task record appears in Salesforce with correct details.

前置要求

Salesforce Enterprise Edition or higher
Salesforce admin access for Connected App setup
At least one active Cliqtel SIP trunk
Cliqtel numbers with active call routing

API 集成

此集成通过 OAuth 连接。无需配置 SIP 中继。

鉴权方式

oauth

类型

API / Webhook

接入后核对清单

OAuth connection shows Connected in Cliqtel portal
Test call creates a Task record in Salesforce
Call duration and direction logged correctly
Contact matching works for known numbers

Salesforce + Cliqtel：应用场景

Click-to-call from Salesforce

Turn any phone number in Salesforce into a clickable call button. Cliqtel originates the call through your SIP phone and logs it automatically to the contact record.

Inbound screen pop

When a customer calls your Cliqtel number, their Salesforce record opens automatically for your agents — no lookup, no delay.

Automatic call logging

Every call is logged back to Salesforce with call direction, duration, outcome, and recording URL (if enabled). No manual data entry.

Salesforce 集成——常见问题

How do I connect Cliqtel to Salesforce?

Click Connect on this page, authorize Cliqtel in Salesforce via OAuth, and pick which users should have calling enabled. Setup takes under 5 minutes.

Does Cliqtel work with my version of Salesforce?

Cliqtel supports all current and recent versions of Salesforce. Check the supported versions list above or contact support if you're running an older release.

How much does it cost to use Cliqtel with Salesforce?

Cliqtel has no setup fees, no monthly platform fees, and no channel limits. You pay only for the DID numbers you rent (from EUR 1.49/mo) and the minutes you use. See our pricing page for details.

Can I use my existing phone numbers?

Yes. Cliqtel supports porting for most countries. Contact support with your existing numbers and we'll check portability and timelines (typically 5-10 business days).

Will call events automatically log to Salesforce?

Yes. Every inbound and outbound call is logged as a Call/Task/Activity in Salesforce with duration, direction, and outcome. Recordings (if enabled) are linked to the record automatically.

Salesforce

功能