Page Comparison

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Go to SoftPhone Layouts within Setup in Salesforce.
Locate the appropriate SoftPhone layout—you might only have one layout, or you might have several for different user profiles for example. To the left of the item, click Edit. SoftPhone Layout Edit appears.

Provide the following information. Only the fields that affect screen popping are included in the following table. For more information on any of the sections or fields, see Salesforce help:

Section

Field

Description

Select Call Type

The type of call that these parameters affect—select Inbound. This configuration relates to popping behavior in response to an incoming call.

Softphone Layout

Display these salesforce.com objects

Contains the Salesforce objects that you want to search and, optionally, pop. Click Add / Remove Objects to expand the collapsed section to add and remove objects.

CTI 2.0 or Higher Settings—Screen Pop Settings

No matching records

Describes the screen popping behavior if the caller's CLID matches no existing Salesforce records of the type or types you select in Display these salesforce.com objects. You can choose from three options:

Don't pop any screen. If you do not want ContactWorld Vonage Contact Center to do anything if no matches are found, click Don't pop any screen. This option is enabled by default.
Pop to a new Salesforce object. If you want ContactWorld Vonage Contact Center to open a new Salesforce object record for the agent to create containing details of the call, click Pop to a new and click the appropriate object type in the list.
Pop to Visualforce page. If you want to customize the screen that ContactWorld Vonage Contact Center pops—for example, use different call related data to search for a match—click Pop to Visualforce page and search for and select the Visualforce page you create for this purpose. For information about creating a Visualforce page for this purpose, see 230570180the How do I create a Visualforce page to pop? section later in this page.

Single-matching record

Describes the screen popping behavior if the caller's CLID matches a single existing Salesforce record of the type or types you select in Display these salesforce.com objects. You can choose from three four options:

Don't pop any screen. If you do not want ContactWorld Vonage Contact Center to do anything if a single match is found, click Don't pop any screen.
Pop to detail page. If you want ContactWorld Vonage Contact Center to pop the matching Salesforce record, click Pop to detail page and click the appropriate object type in the list. This option is enabled by default.
Pop to Visualforce page. If you want to customize the screen that ContactWorld Vonage Contact Center pops, click Pop to Visualforce page and search for and select the Visualforce page you create for this purpose. For information about creating a Visualforce page for this purpose, see 230570180the How do I create a Visualforce page to pop? section later in this page.
Pop to flow. This option is not currently supported.

Multiple-matching records

Describes the screen popping behavior if the caller's CLID matches multiple existing Salesforce records of the type or types you select in Display these salesforce.com objects. You can choose from three options:

Don't pop any screen. If you do not want ContactWorld Vonage Contact Center to do anything if multiple matches are found, click Don't pop any screen.
Pop to search page. If you want ContactWorld Vonage Contact Center to pop a Salesforce search page that displays all of the records that match the caller's CLID, click Pop to search page. This option is enabled by default.
Note
The standard Salesforce search results contain all object types in your organization, not just the objects you choose in the Display these salesforce.com objects field.
Pop to Visualforce page. If you want to customize the screen that ContactWorld Vonage Contact Center pops—for example, a custom search page—click Pop to Visualforce page and search for and select the Visualforce page you create for this purpose. For information about creating a Visualforce page for this purpose, see 230570180the How do I create a Visualforce page to pop? section later in this page.
Pop to flow. This option is not currently supported.

Click Save. Your changes are saved. Note that it takes a few minutes (or sometimes just a browser refresh) for these settings to take effect.

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Expand

title	How to translate incoming CLIDs into international format

Problem:

Incoming calls' CLIDs appear in national format but all your existing Salesforce records contain telephone numbers in international format. As a result, standard searches for records related to the CLIDs will not return any records. For example, a search that uses a CLID of 01234 567890 will not return any records that contain +44 1234 567890, which is the same telephone number in international format.

Solution:

Modify the search so that the CLID is translated into international format before ContactWorld Vonage Contact Center uses it to search for Salesforce records. To do this, perform the following tasks:

Create a controller class that modifies the incoming number:

Code Block

language	java

public class CallingNumberTranslator
{
    //Call this action from your VisualForce page
    public PageReference Search ()
    {
        // Get the dialled number from the query string
        string SearchTerm = ApexPages.CurrentPage().getParameters().get ('ANI');
        // Replace leading '0' by a '+44' (if applicable)
        if (SearchTerm.startsWith('0'))
        {
            SearchTerm = '+44' + SearchTerm.Substring (1);
        }
        // Redirect to Salesforce search page using the new search term
        return new PageReference ('/_ui/search/ui/UnifiedSearchResults?str='+SearchTerm);
    }
}

The class gets the ANI parameter—the ANI parameter contains the CLID—from the request, removes the leading zero, and prefixes the remaining number with '+44'. The class redirects the agent to the Salesforce search page using the internationalized number.

Create a Visualforce page that makes a call to the controller class.
```
<apex:page controller="CallingNumberTranslator" Action="{!Search}">
```
```
</apex:page>
```
For information about creating a Visualforce page, see 230570180see the How do I create a Visualforce page to pop? section later in this page.
Configure the SoftPhone layout to pop to the newly created page. For information about configuring the SoftPhone layout, see 230570180the How do I configure advanced popping features? section later in this page.

Expand

title	How to pop a new case and associate the case with a Salesforce contact

You want to automatically create a new Salesforce case for each inbound call and pop it in edit mode. You also want to automatically associate the case with an existing Salesforce contact that has the caller's phone number, if one exists. To do this, perform the following tasks:

Create a controller class to create and pop the case:

Code Block

language	java
title	CaseCreatorController

public class CaseCreatorController {
    public PageReference Search(){
        // Get the caller's number
        String ani = ApexPages.CurrentPage().getParameters().get('ANI');
        
		// Search for contacts with that phone number
        Contact[] contacts = [SELECT Id FROM Contact WHERE Phone = :ani];
        
		// Create a Case and automatically populate some of the fields
		Case c = new Case();
        c.Subject = 'Case created for inbound call from: ' + ani;
        c.Origin = 'Phone';
        
		// If we have a single match create and link to Case. Then pop the Case in edit mode.
        if (contacts.Size() > 0) {
            c.ContactId = contacts[0].Id;
        }
        insert c;

        return new PageReference('/' + c.Id + '/e');
    }
}

Create a Visualforce page that calls the controller class:
Code Block
language xml
title CaseCreator
<apex:page controller="CaseCreatorController" action="{!Search}"></apex:page>
For information about creating a Visualforce page, see 230570180see the How do I create a Visualforce page to pop? section later in this page.
Configure the SoftPhone layout to pop to the newly created page. For information about configuring the SoftPhone layout, see
230570180
the How do I configure advanced popping features? section later in this page.

Versions Compared

Old Version 18

New Version 19

Key

Problem:

Solution: