What is CTI in Salesforce

CTI stands for computer telephony integration. This term is used to describe the tying of computer systems to traditional phone systems. Salesforce supports CTI via Salesforce Call Center. It seamlessly integrates these two technologies.

Developers can use Salesforce’s Open CTI to create these CTI systems. Your staff can access the computer telephony integration features via a soft phone. The softphone provided by this system acts as a tool to control calls. The soft phone will appear in the console’s footer. (more…)

Continue Reading

What is Bucketing in Salesforce

A bucket is a custom category that you define in reporting. Bucketing is a report and documentation feature in Salesforce. This feature allows you, the user, to easily and quickly categorize the records of different reports. This allows you to do just that without having to create a custom field or creating a formula.

Note that when you create a bucket field in Salesforce you are actually defining multiple categories which are also known as buckets. What this does is it puts different report values into separate groups.

This feature is available in different versions of Salesforce. These versions include Salesforce Lighting Experience, Classic, Developer Edition, Unlimited, Performance, and Enterprise. This reporting feature is also available in Legacy Folder Sharing as well as in Enhanced Folder Sharing. (more…)

Continue Reading
Close Menu