Skip to main content
Salesforce 1 2 logo
General CRM

Salesforce (Rest API) – Mac Plus Client Add-In Telephony Integration

Connect Salesforce (Rest API) with Xinix telephony. View supported features, system requirements, and integration details.

System Characteristics

Application Information:

Manufacturer: Salesforce
Application: Salesforce (Rest API)
Market: General CRM
Version: Using REST API

Other Information:

Operating System: Mac
Installation Options: Optional.
Product: Go Integrator Nava

Supported Features (related to latest supported release)

Address Book Search
Click to dial via Communicator for Xinix
Click to dial via business application
Caller details preview
Manual screen pop
Auto screen pop
Pop contact in edit mode
Automatic call activity logging
Manual call activity logging
Additional features
Integration with Notes
Add contact
Live Mode
Cached Mode
Related data

Note/Advisories

This integration uses REST API, supported in Salesforce Professional (lightning mode only), Enterprise, and Unlimited EditionsSalesforce 'Console' and 'Omni Channel' not supported. Service Cloud – Integration is available with the tables i.e. contacts, accounts and leads only. Note, integration does not connect to the fields / tabs of ‘cases’ and ‘solutions’. Works in Salesforce Sales Cloud, Service Cloud and Financial Services Cloud.

Add-in supports the use of Salesforce custom URLs for Accounts, Contacts, and Leads, if required.Call Preview Notes: This display the information that is in the description field of the contact.

Plus Client Add-In
Standard
Unite