Salesforce Lightning CRM Integration with Ameyo

overview this document provides instructions for integrating the ameyo toolbar with the salesforce lightning crm the integration embeds ameyo's calling functionalities directly into the salesforce interface, enabling agents to handle calls and customer data within a single, unified platform key benefits cti pop up for calls from unregistered numbers, the integration allows for the creation of new objects and the association of objects with the call caller identification displays the customer's name in the telephony panel for calls from registered numbers telephony actions provides essential call handling features such as "dispose and dial" and "callback disposition" advanced call management supports contextual call transfers and indicates user roles during call transfers and conferences configurable dispositions allows for the use of a two level disposition system for callbacks, which is configurable functionality ameyo package installation the integration is deployed by installing a dedicated ameyo package into the salesforce account call center adapter it utilizes the salesforce call center adapter to enable ameyo to function as a contact center solution within the crm embedded softphone integrates a softphone layout to provide agents with access to telephony features directly within the salesforce ui single sign on (sso) supports sso, allowing users to log in to both systems with a single set of credentials for a seamless workflow prerequisites an administrator account on salesforce lightning registered with an organizational domain the ameyo application must be running in ssl mode administrator access to the ameyo database and application server