1 / 12

Quick Connect Walk Through

Quick Connect Walk Through. Overview. Quick Connect will allow RingDNA users to make calls originating from Salesforce . In this version we will mimic the actual call In this version no connection to RingDNA is required.

peta
Download Presentation

Quick Connect Walk Through

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Quick ConnectWalk Through

  2. Overview • Quick Connect will allow RingDNAusers to make calls originating from Salesforce. • In this version we will mimic the actual call • In this version no connection to RingDNA is required. • Instead of connecting to the RingDNA API. The code should pop up a simple HTML page with an alert. • For this version it will be a Chomeextension

  3. Step 1: User will install the Chrome extension

  4. Step 2. Users will Login to salesforce. Users will navigate to a page in salesforce that has phone number they would like to call.

  5. Step 3. Anytime a phone number is on the screen it needs to be made to be clickableby the extension

  6. Step 4. The user will click any phone number in Salesforce on any screen. This includes List views, detail records and reports

  7. Step 5. When the user clicks on the number the plugin should appear, prompting the user to make an outbound call The user will have 2 Choices. Pick a configured # or enter a number by hand

  8. Option 1 Entering the number by hand Step 6 . The user enters a number This should be remembered. The next time they click a number to call the last number they entered should default to save time

  9. Option 2 Selecting a pre configured number from a drop down Step 7 . The user will select a pre configured number from the drop down. *Note: For this release the drop down is non functioning. It just needs to be a list of the 3 values listed here.

  10. Time based on Area code

  11. Step 8 . The user will click call

  12. HTML Page To #: (310) 752-4746 From #: 1 888 555 1212 Step 9: For this version the extension is self contained. It does NOT need to call the RingDNAAPI. Instead when the user clicks call an alert box should be displayed With the to and from numbers

More Related