Create a Salesforce Account
The first thing required to use CTI connector is having a salesforce account. If you don’t have an account already visit https://login.salesforce.com to create one.
Install Open Cti Demo Adapter
To install open cti adapter open the following installation link given for the package. Select the “Install for all users” option from the installation wizard, it will start installing the package and notify you when it’s done.
- Installation Link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t41000000bSXh
In case of any issues faced during installing a package, you can refer to the relevant documentation at https://developer.salesforce.com/wiki/lightning_open_cti
Install Expertflow package
Login to Salesforce and copy-paste the installation link given for the package. Select the “Install for all users” option from the installation wizard, it will start installing the package and notify you when it’s done.
Note: If you have previously installed package delete that first and then install new package to avoid any inconvenience. In order to uninstall the package, go to installed packages from Quick Find and click uninstall for relevant package. In the next page select "" and click the checkbox "Yes, I want to uninstall this package and permanently delete all associated components" and press uninstall.
- Installation Link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5g000000DkuH&isdtp=p1
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- /apex/loginUI
- /apex/namespace__loginUI (when using a managed package. In order to find namespace from quick find enter installed packages then see namespace prefix from the Expertflow package)
- HTTPS://<myDomain>.my.salesforce.com/apex/loginUI (when using My Domain)
- HTTPS://<namespace-dev-ed>.my.salesforce.com/apex/namespace_loginUI (when using a managed package and My Domain)
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