Note

 

This documentation supports the 20.15.02 version of Remedyforce.

To view the latest documentation, click

Configuring the CTI adapter in Salesforce

To integrate BMC Remedyforce with a CTI adapter, you must configure the CTI adapter in Salesforce. However, if you are using the CTI 4.03 Demo adapter, you must first ensure that it is installed on your computer.

The following topics are provided:

To configure the CTI 4.03 Demo adapter

  1. Install the demo adapter. See http://wiki.developerforce.com/page/CTI_Toolkit.
  2. Navigate to Setup > Customize > Call Center > Call Centers.
  3. On the All Call Centers page, click Import.
  4. Click Choose File, and from the folder where you have installed the CTI adapter, select the CTIAdapter.xml file.
  5. Click Import.

To configure users for the CTI adapter

  1. Navigate to Setup > Customize > Call Center > Call Centers.
  2. On the call center detail page, in the Call Center Users section, click Manage Call Center Users.
  3. Click Add More Users.
  4. On the Search For New Users page, enter search criteria to search for the required users, and click Find.
  5. Select the users that you want to add to the call center, and click Add To Call Center.

To configure soft phone layouts

  1. Navigate to Setup > Customize > Call Center > SoftPhone Layouts.
  2. Click New.
  3. In the Name text box, enter a name for the layout.
  4. If you want to make this layout the default, select the Is Default Layout check box.
  5. In the Display these salesforce.com objects section, click Add/Remove Objects.
  6. From the Available list, select Incident and click the right arrow to move it to the Selections list.

  7. In the If single incident found, display section, click Edit.
  8. From the Available list, select Description and click the right arrow to move it to the Selections list.

  9. In the CTI 2.0 or Higher Settings > No matching records section, click Edit.
  10. In the Screen pops open within section, select New browser window or tab.
  11. Select the Pop to Visualforce page, and from the Pop to Visualforce page lookup, select CTIPage.
  12. To open a single incident record, perform one of the following steps:
    • To open the incident record on the Remedyforce Console tab or the Incident Console tab, in the Single-matching record section, select Pop to Visualforce page, and from the Pop to Visualforce page lookup, select CTIPage.
    • To open the incident record on the Incidents tab (Salesforce page layout), in the Single-matching record section, select Pop detail page.
  13. To open multiple incident records, perform one of the following steps:
    • To open the incident records on the Remedyforce Console tab or the Incident Console tab, in the Multiple-matching records section, select Pop to Visualforce page, and from the Pop to Visualforce page lookup, select CTIPage.
    • To open the incident records on the Incidents tab (Salesforce page layout), in the Multiple-matching records section, select Pop to search page.
  14. Click Save.

Support for Open CTI adapter

If you want to use the Open CTI adapter, ensure that it is installed in your Salesforce organization on which BMC Remedyforce application is installed. You must configure the Open CTI in a way that when a call is received the BMCServiceDesk__CTIPage is opened. The BMCServiceDesk__CTIPage uses the ANI query string parameter to get the caller's phone number. For example, BMCServiceDesk__CTIPage?ANI=<caller number>.

Note

Due to technical limitations in the Salesforce Open CTI Demo adapter, it cannot be integrated with BMC Remedyforce for testing.

If your Open CTI is using a different query string parameter, to pass the caller number you can use the CTI Caller Parameter custom setting to configure the required parameter.

To configure custom caller parameter for an Open CTI adapter

  1. Click the Remedyforce Administration tab.
  2. On the Home page, click the Application Settings tile, and from the menu, select Custom Settings.
  3. In the Action column of Remedyforce Settings, click Manage.
  4. In the Action column for CTI Caller Parameter, click Edit.
  5. In the value field, enter the required parameter value.
  6. Click Save.
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