Salesforce: Incoming Call Within Salesforce

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  • Updated 2 years ago
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I have a brand new salesforce.com org and decided to integrate with my ring central account. I followed the admin guide to a T. The first problem was chrome. It identifies the xml I import as unsafe, so you have to go up next to the favorite section where there is a shield and specifically tell it to accept it, so you guys might want to put that in your documentation.
The second and most frustrating piece is when i do a test incoming call on my own contact, the name and title doesn't appear just the number. I haven't customized the settings and even went into the call center setup under inbound call to make sure the appropriate fields are set. Why would it not retrieve the name and title of a contact when I make an inbound call?
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Jordan Cashion

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Posted 4 years ago

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Mike, Official Rep

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Official Response
Jitender, thanks for your assistance, and Jeffrey thanks for posting the solution!

when you create your softphone layout, you need to then "setup", "call center", "soft phone layouts", then click the "soft phone layout assignment" tab, and be sure to assign your profile to the softphone.  Then click the "edit" tab, and click the "default" check box just to be sure it stays assigned.  Once this was done my lead detail page popped when I sent my test call through.