Part I - Learning The Basics

CTI Data Connector for Salesforce® is an application which responds to incoming and outgoing calls in background mode. The only precondition for your PC / telephone system is a TAPI interface. CTI Data Connector for Salesforce® supports both a First Party solution (a phone is connected via serial interface or USB to the PC) and a Third Party solution (CTI Server).

CTI Data Connector for Salesforce® can be configured individually for every PC and is available with different options. Therefore you may not be able to use specific functions although they are described here.

Before you start using CTI Data Connector for Salesforce® you have to set the configurations for the telephone system and the database(s). Normally, this is done during the installation. It is essential to make some basic configuration settings which are described in the chapter Minimum Configuration Settings Configuration.