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Talk to a Product Specialist
Support
Billing
Resources
Login
Talk to a Product Specialist
Support
Billing
Resources
Login
Talk to a Product Specialist
Support
Billing
Resources
Login
Salesforce
Salesforce
Salesforce
Salesforce
Integration Type
Plus Client Add-In
Add-in Classification
Standard
Product / License Type
Unite
Application Information
Manufacturer
Salesforce
Application
Salesforce
Market
General CRM
Supported Features (related to latest supported release)
Address Book Search
Caller details preview
Pop contact in edit mode
Additional features
Live Mode
Click to dial via Telogix
Manual screen pop
Automatic call activity logging
Integration with Notes
Cached Mode
Click to dial via business application
Auto screen pop
Manual call activity logging
Add contact
Notes / Advisories
This integration uses REST API, supported in Salesforce Professional (lightning mode only), Enterprise, and Unlimited EditionsSalesforce 'Console' and 'Omni Channel' not supported. Service Cloud - Integration is available with the tables i.e. contacts, accounts and leads only. Note, integration does not connect to the fields / tabs of ‘cases’ and ‘solutions’. Works in Salesforce Sales Cloud, Service Cloud and Financial Services Cloud.
Add-in supports the use of Salesforce custom URLs for Accounts, Contacts, and Leads, if required.
Other Information
Operating System
Mac
Installation Options
Optional
Product
Telogix Connector v4
References
Salesforce (http://www.salesforce.com)
Integration Type
Plus Client Add-In
Add-in Classification
Standard
Product / License Type
Unite
Application Information
Manufacturer
Salesforce
Application
Salesforce
Market
General CRM
Supported Features (related to latest supported release)
Address Book Search
Caller details preview
Pop contact in edit mode
Additional features
Live Mode
Click to dial via Telogix
Manual screen pop
Automatic call activity logging
Integration with Notes
Cached Mode
Click to dial via business application
Auto screen pop
Manual call activity logging
Add contact
Notes / Advisories
This integration uses REST API, supported in Salesforce Professional (lightning mode only), Enterprise, and Unlimited EditionsSalesforce 'Console' and 'Omni Channel' not supported. Service Cloud - Integration is available with the tables i.e. contacts, accounts and leads only. Note, integration does not connect to the fields / tabs of ‘cases’ and ‘solutions’. Works in Salesforce Sales Cloud, Service Cloud and Financial Services Cloud.
Add-in supports the use of Salesforce custom URLs for Accounts, Contacts, and Leads, if required.
Other Information
Operating System
Mac
Installation Options
Optional
Product
Telogix Connector v4
References
Salesforce (http://www.salesforce.com)
Integration Type
Plus Client Add-In
Add-in Classification
Standard
Product / License Type
Unite
Application Information
Manufacturer
Salesforce
Application
Salesforce
Market
General CRM
Supported Features (related to latest supported release)
Address Book Search
Caller details preview
Pop contact in edit mode
Additional features
Live Mode
Click to dial via Telogix
Manual screen pop
Automatic call activity logging
Integration with Notes
Cached Mode
Click to dial via business application
Auto screen pop
Manual call activity logging
Add contact
Notes / Advisories
This integration uses REST API, supported in Salesforce Professional (lightning mode only), Enterprise, and Unlimited EditionsSalesforce 'Console' and 'Omni Channel' not supported. Service Cloud - Integration is available with the tables i.e. contacts, accounts and leads only. Note, integration does not connect to the fields / tabs of ‘cases’ and ‘solutions’. Works in Salesforce Sales Cloud, Service Cloud and Financial Services Cloud.
Add-in supports the use of Salesforce custom URLs for Accounts, Contacts, and Leads, if required.
Other Information
Operating System
Mac
Installation Options
Optional
Product
Telogix Connector v4
References
Salesforce (http://www.salesforce.com)
Integration Type
Plus Client Add-In
Add-in Classification
Standard
Product / License Type
Unite
Application Information
Manufacturer
Salesforce
Application
Salesforce
Market
General CRM
Supported Features (related to latest supported release)
Address Book Search
Caller details preview
Pop contact in edit mode
Additional features
Live Mode
Click to dial via Telogix
Manual screen pop
Automatic call activity logging
Integration with Notes
Cached Mode
Click to dial via business application
Auto screen pop
Manual call activity logging
Add contact
Notes / Advisories
This integration uses REST API, supported in Salesforce Professional (lightning mode only), Enterprise, and Unlimited EditionsSalesforce 'Console' and 'Omni Channel' not supported. Service Cloud - Integration is available with the tables i.e. contacts, accounts and leads only. Note, integration does not connect to the fields / tabs of ‘cases’ and ‘solutions’. Works in Salesforce Sales Cloud, Service Cloud and Financial Services Cloud.
Add-in supports the use of Salesforce custom URLs for Accounts, Contacts, and Leads, if required.
Other Information
Operating System
Mac
Installation Options
Optional
Product
Telogix Connector v4
References
Salesforce (http://www.salesforce.com)
Your questions answered.
We'll do our best to answer your most frequently asked questions.
Still have questions?
We have answers and love to chat!
Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?
Your questions answered.
We'll do our best to answer your most frequently asked questions.
Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?
Your questions answered.
We'll do our best to answer your most frequently asked questions.
Still have questions?
We have answers and love to chat!
Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?
Your questions answered.
We'll do our best to answer your most frequently asked questions.
Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?
Sign up to stay connected! Join our email list today!
Phone Service Built for Business℠
©2024 TELOGIX, LLC - All Rights Reserved
Sign up to stay connected! Join our email list today!
Phone Service Built for Business℠
©2024 TELOGIX, LLC - All Rights Reserved
Sign up to stay connected! Join our email list today!
Phone Service Built for Business℠
©2024 TELOGIX, LLC - All Rights Reserved
Sign up to stay connected! Join our email list today!
Phone Service Built for Business℠
©2024 TELOGIX, LLC - All Rights Reserved