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Adding Callbar to Salesforce Lightning apps

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If you are using Talkdesk for Salesforce and wish to use Callbar in another app, other than Talkdesk Lightning (for example, the Sales app), you need to: add the “Open CTI Softphone” utility to that app, or create a new Lightning app and add this utility.

To create a new Lightning app, please follow these steps:

salesforceLightningCallbarSection001.gif

 

  • Click on 'Setup' [1], in the upper right-hand corner.
  • Select 'Apps' [2].
  • Select 'App Manager' [3].
  • Click on 'New Lightning App' [4].

 

Example:

Let’s take the example of creating a Lightning Sales App:

Adding_Callbar_to_Salesforce_Lightning_apps_-_5-8.png

  • In 'App Name', enter “Sales for Lightning” [5].
  • In 'Developer Name', enter “Sales_for_Lightning” [6].
  • Type in a 'Description', such as “Lightning-compatible for Sales” [7].
  • Press 'Next' [8].

Next, you will need to set the navigation option:

  • Select 'Standard navigation'.
  • Press 'Next'.

In the following screen, you can configure the utility bar for this app:

Adding_Callbar_to_Salesforce_Lightning_apps_-_9-11.png

 

  • Click on 'Add Utility Item' [9].
  • Select 'Open CTI Softphone' from the list [10].
  • Press 'Next' [11].

Next, you can choose the items to include in the app:

  • For this example, select 'Accounts', 'Cases', 'Contacts' and 'Leads'.
  • Press 'Next'.

Finally, decide which user profiles will be able to access the app:

Adding_Callbar_to_Salesforce_Lightning_apps_-_12-13.png

 

  • For this example, select 'Standard Platform User', 'Standard User', and 'System Administrator' [12].
  • Click on 'Save & Finish', and that’s it [13].

If you have any questions, please reach out to support@talkdesk.com

 

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