SuperReceptionist is a personal reception hosted virtually in a cloud telephony environment. If you are using SuperReceptionist for your business, you can integrate it with Salesforce to capture leads along with phone numbers directly from your Salesforce account.
SuperReceptionist connector in Salesforce allows you to:
Track incoming calls from customers.
Create tickets with phone numbers.
Direct incoming calls from customers to respective Salesforce owners.
Make outbound calls using Click to call feature.
Track outbound calls to customers.
Create new or map existing Lead, Contact and Personal account for all inbound and outbound calls.
Create a new case or map to the existing one for all inbound and outbound calls.
Agent status can be changed directly from the salesforce UI for call centre customers.
Real time call status (Ringing, Answered, Hangup, etc..) tracking for all outbound calls.
Track call disposition and call log notes for all calls.
Call recording is available for all answered calls.
You must be an Admin User of your Salesforce account and the account should have API enabled.
Enabled by default
If disabled, then can be enabled by the admin of the salesforce account.
Need to ask support to make it enabled or need to purchase the feature
API is not available.
Your SuperReceptionist panel should be in Premium Plan to make use of SuperReceptionist integrations
Your Salesforce plan must supports telephony integration
You are using Knowlarity’s Super Receptionist service which is configured and active.
1.Get your SuperReceptionist Virtual Number
Login to your SuperReceptionist account to get the Virtual Number
Your SuperReceptionist phone number is your Virtual Number
Open SalesForce web portal and click on the ‘Sign in to SALESFORCE’ button
To create a developer account, click on https://developer.salesforce.com/signup
Fill up the required information in the title bar
Login to your Salesforce developer account
Navigate to Settings
Click on ‘Enable Now’ below Salesforce
Ensure that ‘Production’ is select
Your Salesforce configuration is complete
3. Install Knowlarity plugin to your Salesforce account
Click on the SuperReceptionist the for SalesForce plugin link from the following link, , https://login.salesforce.com/packaging/installPackage.apexp?p0=04t28000000qo4t
Select ‘Install for All Users’
Click on ‘Install’
For the ‘Approve Third-Party Access’ pop-up click on ‘Continue’
Installation process will begin automatically
Click on ‘Done’ once the process completes
Go to your Salesforce account (The screenshots attached in this document taken from classic theme. Go to View-Profile > Switch to Salesforce Classic)
Search for ‘Call Centers’ under Build on the left hand side of the screen
Click on ‘Call Centers’ from among the results
Read the ‘Get Started’ information and click on ‘Continue’
All call center details will be displayed
Click on ‘Edit’
Fill up the required information in the corresponding fields
4. Get Knowlarity’s API key
Go to ‘Settings’
Select ‘Call Flow’
Click on ‘Plan Settings’ and scroll down to find the API
Copy and paste the API Key in the corresponding field
Click on save once the API key and Knowlarity numbers are correctly entered according to your account.
Once the details are saved, it will automatically create your call center
Click on ‘Manage Call Center User’
Click on ‘Add More Users’
Click on ‘Find’
Select a user you want and click on ‘Add to Call Center’
Go to ‘Home’ on the top left hand side of the screen
A pop-up window will appear the same side
6. Adding Call Disposition Fields
Click on set up and search for ‘Activities’ in the search bar
From the produced results select the ‘Task Page Layout’ result
Click on edit
Drag and drop the ‘Call Disposition’ object
Click on save
7. Modifying Call Disposition List
Click on the ‘+’ on the Top Left
From the given set of options, select ‘Super Receptionist Configurations’
Click on Edit to make changes
Once done, click on save to save the changes
Ensure the following steps during the configuration are done,
Open “My Profile” page from the top right side of the screen
Once Opened Click on the edit button below the Contact panel on the page
Once Opened ensure that the Email field is filled, along with the Office number of the user entered in both “Work Phone” and “Mobile Phone” fields.
After clicking on ‘Save All’ button, the Account is completely configured.