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  1. Aircall
  2. Integrations
  3. Salesforce
  4. Salesforce configuration flow

Salesforce configuration flow

  • Updating the Salesforce authentication owner
  • Migration instructions: Salesforce Sales Engagement (v4) to Salesforce CTI (v3)
  • Salesforce CTI v3: unified configuration guide
  • Migrate from Aircall Salesforce CTI v3 + v4 to the unified CTI v3
  • How to configure your Salesforce integration
  • Configure Aircall for Salesforce Sales Engagement
  • Setting up Salesforce V4 - Map call results to Sales Engagement (HVS)
  • How to configure your Aircall CTI in Salesforce Lightning
  • How to configure your Aircall CTI in Salesforce Classic
  • Salesforce configuration: Type field
  • Manually add Aircall's CTI to Salesforce
  • Installing Salesforce Omni-Channel for Aircall
  • Customize Insight Cards in Salesforce
  • How to configure Aircall with Salesforce Einstein Conversation Insights
  • How to make custom fields visible in Salesforce
  • How to use the Aircall Metrics Dashboard in Salesforce
  • Update your Salesforce CTI adapter URL (legacy)
  • Configure Smart Routing to the Salesforce Contact Owner using the Ring-to (via API) widget in Smartflows

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