Salesforce CTI Adapter

We have ceased development on the Version 7 CTI Adaptor and support for it ends 15 August 2024. 

Customers will need to complete migration to the Version 8 CTI Adaptor by 30 June 2024. 

Overview

To define the ipSCAPE Call Center in Salesforce, follow these steps:

1. Create a Call Center

A ‘Call center’ in Salesforce corresponds to a single instance of a CTI system at your organisation. To create a ‘Call center’ for the ipSCAPE CTI adapter:

• Download the relevant XML file for Salesforce Lightning

  call-centre-config.xml

• Open the xml file you downloaded and replace ‘tenant’ and ‘token’ with your own data and save.

• In Salesforce, from Setup, enter Call Centers in the Quick Find box, then select Call Centers

• If the Introducing Salesforce CRM Call Center splash page appears, click Continue

• Click Import

• Next to the Call Center Definition File field, click Browse to navigate to the ipSCAPE Call Center definition file that you downloaded in Step 1. Click Open to enter the path in the Call Center Definition File field

• Click Import

• Click Edit next to the name of the new call Center to make any additional changes
  

2. Configure

Both parameters should be added to the CTI adapter URL field to point the CTI adapter to your Cloud Contact Center tenant and enable the Salesforce Integration features:

Example CTI Adapter URL with both parameters:

Lightning:

https://yourtenant.ipscape.com.au/cti/?integration=c38b16cbf807cd35953308d0

3. Assigning users

Salesforce users must be assigned to a call center before they can use a Softphone.

To assign users to a call Center:

• From Setup, enter Call Centers in the Quick Find box, then select Call Centers

• Click the name of the call center to which you want to assign users

• In the Call Center Users related list, click Manage Call Center Users

• Click Add More Users

• Specify criteria to find the users who should be assigned to the call center

• Click Find. All users who already belong to a call center are excluded from search results because a user can only be assigned to one call center at a time

• Select the checkbox next to each user who should be assigned to the call center and click Add to Call Center

To change a user’s call center: first, remove from their current call center assignment and then add to the new call center.
You can view a user’s call center assignment on the User detail page

4. Customising Softphone Layouts

Similar to page layouts, you can design custom Softphone layouts and assign them to call center users based on their user profile.

To define a custom Softphone layout:

• From Setup, enter Softphone Layouts in the Quick Find box, then select Softphone Layouts.

• Click New.

• In the Name field, enter a label that uniquely identifies your layout.

• In the Select Call Type pick list, choose the type of call for which the currently displayed Softphone layout should be used. A single Softphone layout definition allows you to specify different layouts for inbound, outbound, and internal calls.

• In the Display these call-related fields section, click Edit to add, remove, or change the order of fields that are directly related to a phone call, such as the number of the caller or the number that was dialed.

• In the Display these Salesforce objects section, click Add/Remove Objects to add, remove, or change the order of links to call-related objects.

• Below the list of selected objects, click Edit next to each If single <Object> found, display row to specify the fields that should be displayed if a single record of that type is the only record that is found.

• In the Screen Pop Settings section (for inbound call types), click Edit next to each type of record-matching row to specify which screens should display when the details of an inbound call match or don't match existing records in Salesforce. The following table describes each record-matching row and its screen pop options:

Existing browser window 

New browser window or tab 

Don't pop any screen 

Pop to new

Pop to Visualforce page 

Don't pop any screen 

Pop detail page 

Pop to Visualforce page 

Don't pop any screen 

Pop to search page 

Pop to Visualforce page 

 Configure layouts for any remaining call types in the Select Call Type list

• Click Save

• To assign a custom Softphone layout to a user profile:

• From Setup, enter Softphone Layouts in the Quick Find box, then select Softphone Layouts

• Click Layout Assignment

• For each user profile that appears on the page, select the Softphone layout that the profile should use.

• Click Save

Profiles are only listed on this page if they include users that are currently assigned to a call center, or if they have already been assigned a custom Softphone layout. The number in parentheses shows the number of call center users who are assigned to that profile

5. Configure Salesforce Lightning App

Once you have configured your Salesforce Call Center, you will need to make sure that you have a Lightning App configured with a CTI Softphone.

To configure Salesforce Lightning Apps with a CTI Softphone:

• From Setup, enter App Manager in the Quick Find search box.

• Select the Lightning App from the list displayed in the App Manager and click Edit from the dropdown

• Navigate to Utility Items (Desktop Only)

• Click Add New Utility Item and select Open CTI Softphone from the list
  

  

• Edit the label and properties if required and click Save
  

  

• To check the phone was configured correctly, navigate to the Salesforce Lightning page that was configured and the CTI should be visible
  

  

•  For instances where CTI is required for multiple Salesforce Apps (E.g. Sales, Service, Marketing), repeat steps 2-6

6. Add ipSCAPE fields to Salesforce manually

ipSCAPE fields can be mapped to two different types of Salesforce field:

1. Standard - these fields already exist in your standard Salesforce. The fields in the table below are already mapped, select the ones you need in The 'Task Page Layout' to use them

2. Custom - these fields need to be manually created in Salesforce and mapped using details in the second table below

To make your fields visible to the end-user you need to add them to the Task Page Layout'. To do that follow these steps:

• For Salesforce Lightning:

  • You will find your Salesforce data labels in Object Manager.

  • Select Task from the list of Objects.

  • In the left panel, navigate to Page Layouts and click Task Layout
    

• From the top panel drag and drop the fields you require into the Task Page Layout

If the standard fields are not mapped to the fields you want them to be or you want to use more ipSCAPE fields than those listed below you can use a custom settings file.

Standard Field Mapping 

 Custom Field Mapping

• For Salesforce Lightning:

  • You will find your Salesforce data labels in Object Manager

  • Select Activity from the list of Objects

  • In the left panel, navigate to Fields & Relationships.

• Click New. The New Custom Field dialog box opens

• Choose a field type:

  • Date

    • Enter a Field Label,  e.g. "Due date".

    • Enter a Field Name, e.g. "Due_Date"

    • Enter a Description for the field, e.g. "This field displays the date when the call was answered."

    • Enter Help Text, e.g. "Set to the date of the call in the Agent's local time.."

    • Ignore the Required setting.

    • Ignore the Default Value setting.

    • Click Next

  • Formula

    • Lightning Only:

      • Enter a Field Label,  e.g. "Link Call Recording".

      • Enter a Field Name, e.g. " Link Call Recording"

      • Select a Formula Return Type, click Next

    • Click the Advanced Formula tab.

    • Copy and paste the following code into the Call Recording Link (text) = field:
      

      CODE

      IF(
      CallObject = " ", " ", HYPERLINK
      https://{tenantURL}/workspace/call-management?search=simple&search_inputbox={interactionID}

    • Enter a Description of the field, for future reference, e.g. "Displays a link to the call recording link in ContactWorld".

    • Enter the Help Text that appears alongside the field, e.g. "Click to access the call recording".

    • Click Next.
      

  • Number

    • Enter a Field Label,  e.g. "Time in Queue".

    • Set the Field Length to '18'.

    • Set the decimal places to '0'.

    • Enter a Field Name, e.g. "ipSCAPE_Time_in_Queue"

    • Enter a Description for the field, e.g. "This field displays the time the caller waited before the call was answered."

    • Enter Help Text, e.g. "The time in the queue."

    • Ignore the Required setting.

    • Ignore the Unique setting.

    • Ignore the External ID setting.

    • Ignore the Default Value setting.

    • Click Next.
      

  • Phone

    • Enter a Field Label,  e.g. "Customer Phone Number".

    • Enter a Field Name, e.g. "ipSCAPE_Customer_Phone_Number"

    • Enter a Description, e.g. "This is the phone number for the contact".

    • Enter Help Text, e.g. "Customer Phone Number".

    • Click Required. This is now a mandatory field. 

    • Enter a Default Value, e.g. "Customer Number".

    • Click Next.
      

  • Text

    • Enter a Field Label,  e.g. "Campaign Description".

    • Set the Field Length to '255'.

    • Enter a Field Name, e.g. "ipSCAPE_Campaign" (the "_c" suffix is added by Salesforce)

    • Enter a Description for the field, e.g. "This records the campaign description, entered in the ipSCAPE Workspace campaign details, in the Salesforce record."

    • Enter Help Text, e.g. "Campaign Description"

    • Ignore the Required setting.

    • Ignore the Unique setting.

    • Ignore the External ID setting.

    • Ignore the Default Value setting.

    • Click Next.
      

• Establish field-level security

• Add to Task Page Layouts
  
  The SF Field Name is required to connect the CTI adapter to the Salesforce record. The "_c" is added by Salesforce.

All integrations require a configuration to be created in the Workspace.
The default Salesforce configuration contains mapping for:

ipSCAPE_Time_In_Queue__c

ipSCAPE_AgentName__c

ipSCAPE_campaign__c

7. Add ipSCAPE fields using a JSON custom settings file

If data mapping is set using the JSON file, the Custom Field Mapping described in the previous section is not applicable  

The JSON file must be hosted in Workspace > Integration > CTI Adapter

A custom settings file can be used to:

1. Map ipSCAPE fields to Salesforce Task Custom Fields beyond the standard mapping.

2. Have additional control over which records are popped in Salesforce when managing calls

3. Set if task opens on wrap

Here is an example of the settings file format. You need to modify this to include the mappings and settings you require. Take note of the ipSCAPE fields you would like to map to Salesforce custom fields from the list below: 

Default Salesforce JSON schema in Workspace

To find this JSON schema, please go to “Workspace > Integration > CTI Adapter. Click “Create new integration” and select “Salesforce” from the “Integration type” dropdown.

There are 2 src scripts needed for CTI integration to work:

1. The Salesforce instance must be inserted

   1. For example, “d7f000002g0x7uaa-dev-ed"

2. The Salesforce integration file

   1. This is managed by ipSCAPE, and users will be notified when to update it.

{
    "Salesforce": {
        "scripts": [
            {
                "src": "https://<your Salesforce instance>.salesforce.com/support/api/59.0/lightning/opencti.js"
            },
            {
                "src": "https://developer.onipscape.com/integrations/ipscape-salesforce.v1.0.1-beta.2.min.js",
                "type": "module"
            }
        ],
        "config": {
            "options": {
                "disableListRefresh": false,
                "popTaskOnWrap": true,
                "createTaskOnPreview": true,
                "apex": {
                    "getCapabilities": "IpscapeHelper::getCapabilities"
                }
            },
            "customObjects": [],
            "screenPop": {
                "default": {
                    "map": [
                        {
                            "name": "phone",
                            "type": "phone",
                            "format": "local",
                            "path": "interaction.activity.customerCli"
                        }
                    ]
                },
                "rules": []
            },
            "dataMap": [
                {
                    "name": "ipSCAPE_Time_In_Queue__c",
                    "type": "date",
                    "path": "interaction.activity.timeInQueue"
                },
                {
                    "name": "ipSCAPE_AgentName__c",
                    "type": "string",
                    "path": "agent.agentDisplayName"
                },
                {
                    "name": "ipSCAPE_campaign__c",
                    "type": "string",
                    "path": "interaction.campaign.title"
                }
            ],
            "inCallComponents": {
                "title": "Salesforce",
                "body": [
                    {
                        "component": "select",
                        "name": "whoId",
                        "disabled": false,
                        "placeholder": "Select person",
                        "options": []
                    },
                    {
                        "component": "select",
                        "name": "whatId",
                        "disabled": false,
                        "placeholder": "Select related",
                        "options": []
                    }
                ]
            }
        }
    }
}

Configuration

	Parameter	Default Value	Description
options	popTaskOnWrap : BOOLEAN	CODE "popTaskOnWrap": true	When true the task record created for the current call will pop open for the agent to conclude their after-call work when the call is wrapped.
	disableListRefresh : BOOLEAN	CODE "disableListRefresh": false	Stops the refresh action taking place after an update is sent to Salesforce.
	createTaskOnPreview: BOOLEAN	CODE "createTaskOnPreview": true	Create a task when a preview lead is allocated to the Agent. No call has been made at this point.
	apex :OBJECT	CODE "apex": { "getCapabilites": "IpscapeHelper::getCapabilities }	The apex object is primarily provided to facilitate the use of IpSCAPE default Apex classes. ipSCAPE provides a Salesforce Apex class that includes some helper methods: getLead - Queries the Salesforce database for a lead record to see if that lead has been converted and supplies the ID of the converted record. getOpportunity - Queries the Salesforce database for an opportunity to check if that opportunity has been converted and returns the ID of the converted record. getTask - Query the Salesforce database for a task with an agentInteractionId and returns the task ID if it exists. This helps to stop multiple tasks being created for a single call. You need to install the IpSCAPE Apex classes in your Salesforce instance for this functionality.
customObjects	Array of STRING		If your Salesforce instance uses custom objects and you wish to use any of these custom objects as relational fields on tasks created during agent interactions, you should list these custom objects by their API name. CODE ["Issue__c", "Incedent__c]
inCallComponents	title	CODE "title": "Salesforce"	Any inCallComponent appear on the agent’s screen during a call. The title string provides the heading for the accordion which houses the body components.
screenPop	default	CODE "default": { "map": [] }	The screen pop configuration is designed to allow more control over the searchAndPop feature in Salesforce. Using this feature, admins have control over the behaviour in Salesforce when a call is allocated to an agent it can either: Directly pop a page using a Salesforce Id Perform a search in Salesforce Fall back to a default search based on the customer CLI The config is designed so that when a call is allocated, the CTI adapter will read through the rules and attempt to find a match. Matches are possible on either a campaignId or a callType. The CTI will always follow the first matching rule, which is why the more generic "callType" rules should be included after any "campaignId" rules. If no matching rule is found, the CTI will fall-back to the default. The default map provides the fallback behaviour using the OpenCTI searchAndScreenPop() method for Lightning Experience. In the example below we are creating a parameter phone of type phone which will search through the IpSCAPE call data for the parameter named customerCli found at the path interaction => activity => customerCli The phone number will then be used in our search params with the specified formatting, in this case as a local phone number. Phone numbers can be formatted as: local - (02) 8999-9999 international - +61 2-8999-9999 E164phone - +61289999999 Example: CODE "default": { "map": [ { "name": "phone", "type": "phone", "format": "local", "path": "interaction.activity.customerCli" } ] } This will also create a defaultFieldValues parameter that will be used to populate the phone field on a form for entering new data as specified by the Salesforce Softphone layout CODE defaultFieldValues: {phone : '(02) 8999-9999'},
	rules	CODE "rules": []	The rules array contains a collection of condition-based rules. For example, the rule below specifies that this rule applies to calls where the callType is either preview or predictive. The map element is very much like the map described in the example above, this time we create a customerKey string parameter which will search through the specified path (described below) where customData is an array of key:value object pairs. CODE interaction => leadData => customData The integration will then search through each customData object to find a match where key is equal to customer_key and return the associated value. In this case our customData object will look something like: CODE { "leadData": { "customData" : [ { "key": "customer_key", "value": "00TIU00004bhMfj2AE"}, ] }, } The searchOnly boolean parameter (*optional but defaults to false) is then used to specify which action should be applied. If false, we assume that the supplied string is a Salesforce object key and we can the use that to ask Salesforce to pop the page. If true, we use the parameter created by the rule as a search query and pass this to Salesforce to apply as a search. Example only CODE { "callType": [ "preview", "predictive" ], "searchOnly": false, "map": [ { "name": "customerKey", "type": "string", "path": "interaction.leadData.customData.key=customer_key[value]" } ] } Using the Salesforce search to pop a record will be influenced by the softPhone layout specified in your Salesforce setup.
dataMap			The dataMap is an array of data-map rules. These rules are used to create a list of key: value pairs that are merged into the task that is created by each interaction. This literally maps data from the ipSCAPE call data to a Salesforce API named parameter that can then be recorded in a Salesforce activity/task. The key/value pairs are the map. The key is a Salesforce API name and the value is a parameter name from the call data. "name": "ipSCAPE_campaign__c", "type": "string", "path": "interaction.campaign.title" In this example, the call data parameter with path "interaction.campaign.title" will be sent to Salesforce to be recorded in an activity/task field with the API Name "ipSCAPE_campaign__c".  The "__c" is added automatically by Salesforce when creating your data field.

Data Mapping

The most common errors when debugging this data mapping usually relates to API names incorrectly recorded.

ipSCAPE Call Data includes the following:

IVR Data

Data entered into the IVR by the caller for example entering a booking ID. This will be available in the call data and available for data mapping. In the call data it will be available as:

         { "bookingId": "987654321" }

Settings

Modifying the Task Page Layout to include your Custom Fields

To make your fields visible to the end-user you may need to add them to the 'Task Page Layout'. To do that follow these steps:

• Go to the Administration Setup Page in Salesforce

• On the left-hand side of the Salesforce window, in the Build section, expand Customize and then Activities

• In the expanded list of items, click Task Page Layout

• From the top panel drag and drop the fields you require into the Task Page Layout

8. Salesforce Views and Permissions

There are different ways of viewing Salesforce, such as Sales or Console views. For this section, Sample Console will be used as an example.

To view in Salesforce Lightning- In the top left-hand corner of Salesforce, from the App Menu icon, click to search for and select Sample Console.

If you do not see the view in the App Menu, it is because it has not been made visible to your user Profile.

Each user in Salesforce is given a Profile that defines what they see and can do as they navigate through the system. To make the Sample Console visible you need to go to the profile that has been applied to your User and edit the settings following these steps:

• Open Salesforce with an account that has admin rights

• Go to Setup in the top right-hand corner

• In the Quick Search bar to the left of the screen type in Profiles and select Administer>Manage Users>Profiles

• Select and open the relevant Profile and click Edit

• In the Custom App Settings check the column called Visible for Sample Console (standard__ServiceConsole) and click Save

• Log out and log back in again and you will be able to see the Sample Console option in the App Menu using the steps above.
  

ipSCAPE is aware of instances where customers have experienced issues with data fields that are caused by incorrect field permission configurations. Agents need to be granted access to the data fields that are modified when updating tasks.
If you are experiencing any issues, please review the data field permissions prior to contacting ipSCAPE Support.

8. Advanced Configuration - Custom APEX Classes

The Salesforce integration can be enhanced with custom Apex classes, providing additional functionality to streamline workflows and improve user experience.

While the CTI integration remains functional without the Apex classes, users will miss out on the additional functionality provided by these custom components. Installing the classes enhances the integrations' capabilities and improves overall efficiency.

Key Features of Custom Apex Classes:

• getLead and getOpportunity Functions:
  These functions query Salesforce to determine if a lead has been converted and, if so, return the ID for the corresponding opportunity. This facilitates seamless navigation and access to relevant data.

• getTask Function:
  This function checks if the current interaction ID has an open task in Salesforce, ensuring updates are applied to the correct task. This helps maintain data accuracy and workflow efficiency.

Installing Apex IpscapeHelper

The Salesforce IpscapeHelper Apex class enables the CTI integration to execute custom scripts and extend the capabilities.

To configure the new Apex Class, go to your salesforce instance setup menu and select Apex Classes. Create a new class and name it IpscapeHelper. See the following file:

IpscapeHelper.cls

If a test file is required, also please see:

IpscapeHelperTest.cls

Your Apex class page should look like this:

Now, let's enable this functionality in your CTI JSON configuration file. Inside the "settings" block, please add the following:

"apex": { 
	"getCapabilities": "IpscapeHelper::getCapabilities" 
} 

Please make sure you validate your JSON file before using it in production. You can use an online tool like https://jsonformatter.org/

Your JSON Apex block should look like this:

See also: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_qs_class.htm