Installing the Embedded UI (OpenCTI)

Installing the Embedded UI (OpenCTI)

Updated: 1/3/2018

Overview: This article provides a walkthrough for installing Tenfold’s Embedded UI for Salesforce. See our Embedded UI Overview for more details about the interface.

Note: Version 2.8 or later is required to complete the integrated upgrade of the Embedded UI. If your version is not 2.8 or later, a full uninstallation and reinstallation must be completed. You will be able to complete the standard upgrade process going forward.

 

Production

Current Version: 3.6

Embedded UI Installation Package

Password: Un3ZgA6w

 

Sandbox

Current Version: 3.6

Sandbox Installation Package

Password: Un3ZgA6w

 

 

Salesforce Classic

Note: When installing select the “Install for Admins” option.

  1. Install the package using the link and password provided.
  2. Inside salesforce, click on the “Setup” link in the top right.
  3. In the quick search box, search for “Call Centers” and click on “Tenfold OpenCTI Integration”.
  4. Click on “Manage Call Center Users”.
  5. Search for the usernames that should be able to use OpenCTI, select them, and click on “Add Users”.
  6. Go to any page in Salesforce and confirm OpenCTI is shown in the left side panel.

 

Console View

Note: When installing select the “Install for Admins” option.

  1. Follow the steps from 1 to 5 above.
  2. Click on the blue button in the upper right and change the view to Sample Console. You should see the Phone button at the bottom of the page. Click on it to show OpenCTI.
  3. If you don’t see the Sample Console option in the blue button, you might have to create a console view first. In order to do that, complete the steps outlined in this resource.

 

Lightning View

Note: When installing select the “Install for Admins” option.

  1. Install the package using the link and password provided.
  2. Click on the gear icon to go to the setup page, and follow the steps 2 to 5 for Salesforce Classic.
  3. The package app will install a lightning app along with all the needed resources. In the top left, click on the App Launcher button and click on Tenfold OpenCTI.
  4. You should see the phone button on the bottom left of the page.

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