Apex for Salesforce
The replacement for the
Salesforce CTI adapter
Salesforce Apex integration, is our own integration which no longer
needs the Salesforce CTI adapter on the users PC. Call notes and
Call Control are managed
via the Flexor Call Summary window.
If you would like to try this and the option is not visible please
contact support who can enable it for you.
It is only available for
Salesforce Enterprise and above as API access is required, although it
maybe possible to purchase API access for Professional Edition from
have had to enable the Flexor Apex option in Flexor Devices and
Applications, once they have confirmed this has been
you, please restart Flexor.
You will find the new Salesforce Apex
under Flexor Devices and Applications. If you click on this and then
select Configure, you can enable the Flexor Salesforce Apex, under
General, add your Salesforce username, password and Salesforce security
token on the account tab and then save the changes. Flexor will then
need to be restarted again.
your Salesforce security token, when logged into Salesforce, at the
top of the page, click the down arrow next to your Salesforce user
name, then navigate as follows: ,
and click the Reset
My Security Token button. The new security
token is sent via email to the email address on your Salesforce user record.
After the restart the Salesforce CTI
be replaced by a Flexor logo when logged into Salesforce with either
Internet Explorer, Chrome or Firefox.
If the Flexor Apex for Salesforce logo does not appear
please check that the
Flexor extension or add on (as appropriate depending on browser used)
has installed in your browser and is enabled.
The screen shot below shows the Flexor Extension enabled in Chrome
If you are using Chrome 32 or above you will need to allow the Flexor
always allow the Flexor plug-in to run, go to chrome://plugins,
find the Flexor plug-in and check the box next to Always allowed.
See the screen shot below:
The screen shots below are for Firefox Add-ons & Plugins
Screen shot below for IE Add-on
You must also have followed
the instructions here to import the Call Center in Salesforce to
enable Click to Dial.
Please also make sure Flexor is set under the configure URL settings.
to dial from the record in Salesforce works as normal with the standard
CTI adapter but notes on the
call can now be made in
the Flexor Call Summary window. To
use this, please make sure the Call Summary window is enabled under
Flexor OnScreen, Options, Call Summary, Window Appearance.
You can also
choose to leave the Call Summary window open after a call, by setting
Close the summary to "Manually".
If you need to change record
association, use the icon with a red surround on the far right of the
Call summary window when on a call (as in the screen shot below). This
will associate the Call with
the active record in the browser.
Disposition reasons can be selected from the drop down list (as seen in
the screen shot below). Additional Call Disposition reasons can be
added to the Call Summary window via
General, Disposition tab.
notes on the call in the Journal field as in the screen shot above.
open the Call activity page in Salesforce, click on "Switch to full
journal form" in the
Flexor Call Summary window. This should open a browser to the Call
activity task. Please check which
broswer you have set as the default in Windows as Flexor will attempt
to open the page with your default browser.
Mouse over the icons whilst on a call to see what each one will do, for
instance create a new record for the number.