A call center definition file contains all the settings required to create a call center record in Salesforce. You can import a definition file to quickly create a new call center.
To import a call center definition file, perform the following steps:
Create a new XML file with the following content:
CallCenterDefinitionLive.xml<callCenter> <section sortOrder="0" name="reqGeneralInfo" label="General Information"> <item sortOrder="0" name="reqInternalName" label="InternalName">ContactWorld</item> <item sortOrder="1" name="reqDisplayName" label="Display Name">ContactWorld in Salesforce</item> <item sortOrder="2" name="reqAdapterUrl" label="CTI Adapter URL">https://cloud***.contact-world.net/CallCentre/ServiceCloud/AgentInterface?newlogin=true</item> <item sortOrder="3" name="reqUseApi" label="Use CTI API">true</item> <item sortOrder="4" name="reqSoftphoneHeight" label="Softphone Height">*height*</item> <item sortOrder="5" name="reqSoftphoneWidth" label="Softphone Width">202</item> <item sortOrder="6" name="reqSalesforceCompatibilityMode" label="salesforceCompatibilityMode">*interface*</item> </section> </callCenter>
Make the following modifications:
Replace
***
for the item labelledCTI Adapter URL
with the correct cloud number for your organisationReplace
*interface*
for the item labelledsalesforceCompatibilityMode
, depending on which Salesforce interface or interfaces you want to use ContactWorld with. Choose one of the following values:Classic
Lightning
Classic_and_Lightning
Replace
*height*
for the item labelledSoftphone Height
with the number of pixels ContactPad requires to display correctly.
If you are using the Salesforce Classic interface, replace*height*
with 400.
If you are using the Salesforce Lightning interface, replace*height*
with 440.If you are using both interfaces, replace*height*
with 440. You will see a small amount of white space at the bottom of ContactPad in Classic apps.- Optionally, if you already have a call center named ContactWorld, change the values of the items labelled
InternalName
andDisplay Name
, on lines 3 and 4 respectively. You cannot have more than one call center with the same name or display name.
- Go to Setup in Salesforce.
- On the left-hand side of the Salesforce window, in the search box, type 'Call Centers'. Call Centers appears below the search box.
- Click Call Centers. All Call Centers appears.
- Click Import. Call Center Import appears.
- Click Choose File. An Open dialog box appears.
- Locate and select the call center definition XML file that you created in step 1. Click Import.
A new call center called ContactWorld in Salesforce is created.