How do I install the Salesforce integration?
Integrate your phone system with Salesforce Lightning or Salesforce Classic. Each time you make or receive calls, GoTo Connect’s widget automatically looks for any customers that match the caller ID and logs the call with the option to add call notes.
The instructions below are for both Salesforce Classic and Salesforce Lightning.
Note: On December 31, 2020, v2 of the Salesforce Classic integration will be discontinued. Please install the updated version below.
What to do next:
When you initiate a call from the app, it first sends the call to your desk phone or softphone (the app must be open), waits for you to pick it up, and then finally completes the call to the outbound number.