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"Please login in Salesforce Connector"

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The message "Please login in Salesforce Connector" appears when Callbar is ignorant of your login session within Salesforce’s phone widget. Typically, the message appears due to a misconfiguration of one or more settings, affecting the connection between your Talkdesk and Salesforce accounts. Many advanced features (e.g., Click-to-Call, automations to log calls to cases, etc.) rely on Callbar to recognize this connection.

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The goal of this article is to provide in-depth instructions on how to correctly configure the Callbar CTI Connector for Salesforce so that the above error message is not shown in Callbar.

For more general guidance, you should check the article Callbar CTI Connector. 

 

Talkdesk Settings

Agents' registered email on Talkdesk must match their email in Salesforce. 

Additionally, agents must also have "Salesforce" set up as their Callbar Integration. Administrators can do this by applying a bulk action to the selected agents, from the 'Agents' tab in the 'Admin' section: 

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For more information, please check the article Managing agents using search, filters and bulk actions.

 

Callbar Version

Agents should use Callbar App (white background, dark logo).

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To download Callbar App, please check the article Callbar FAQ under "How do I install Callbar App?".

Note: Callbar App is distinct from Callbar Chrome App (dark background, white logo) which should be used only by those on Chrome OS.

 

Click-to-Call Extension

Agents must have Talkdesk Click-to-Call extension installed. This extension may be downloaded from Chrome web store and, once added, will be visible near the top-right corner of Google Chrome.

Next, you need to configure Talkdesk Click-to-Call extension: salesforceconnector3.png

  • Click the Talkdesk icon [1].
  • Select 'Options' [2]. 

 salesforceconnector4.png

  • Click the 'Make the call through' drop-down menu.
  • Select 'Callbar App' [3] (or 'Callbar Chrome OS' if using this version).

 

Salesforce Settings

Agents must have their CTI set to "Callbar CTI Electron*”. To do this, please follow the instructions in the article Callbar App for Salesforce. *Note: If you are using Callbar Chrome App, follow the instructions in the article Callbar Chrome App for Salesforce instead.  

Once the correct CTI has been added, your agents can log into the Talkdesk phone widget inside Salesforce:  

Salesforce Lightning

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  • Go to the Home page in Salesforce.
  • Click the phone widget icon in the bottom left corner of Salesforce [1].
  • Enter your domain name [2].
  • Select 'Login' [3]. The widget will automatically reconcile your login session if all other settings are correct. 

 

Salesforce Classic

In Salesforce Classic, the phone widget can be obscured by a small, expandable tab on the left edge of the window: 

 salesforceconnector6.png

 

If you have confirmed that the above settings are correctly configured and the message “Please login in Salesforce Connector” persists, please contact support@talkdesk.com.

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