✅ Features

The Salesforce CRM integration supports the following features:

• Click-to-Call – Initiate calls directly from the CRM interface.
• Call Logging – Automatically log call details in the CRM.
• Entity Creation (Lead/Contact/Opportunity) – Capture and create a new entity in Salesforce CRM.
• Click-to-Dial – Enable quick dialing from the CRM interface.
• Auto-Ticketing (Disposition-less Call Logging) – Push call logs without requiring disposition submission.
• Call Notes – Log additional call-related information.
• Call Recordings – Store and access call recordings for reference.
• Agent Pop-up (Incoming/Outgoing Calls) – Display real-time call information.

📁 Connection Methods

• PSTN/Extension-based calling
• Softphone/WebRTC-based calling

🧩 Supported Modules

• Lightning Sales – Caters to all the requirements of any sales team.
• Lightning Service – Caters to all the needs of a service team.
• Salesforce Sandbox Environment – Integration supported with Salesforce Sandbox.

📁 Supported Entities

• Leads – Capture and manage leads.
• Contacts – Capture and manage contacts.
• Opportunity – Capture and manage opportunities.
• Tasks – Log call-related activities in case of Leads.
• Cases – Log call-related activities in case of Contacts.

⚠️ Known Limitations

• Phone Number Search – Only the phone number field is supported for lead search and log mapping.
• Custom Field Mapping – Currently not supported. All relevant call detail fields are pushed to the CRM. These can be populated into custom fields using CRM automation.
• Multiple Lead Handling – Not supported in Salesforce. Call logs are mapped to the most recently created entity.
• Lead Sync – Automatic lead synchronization is not available.