Use Open CTI with High Velocity Sales

Do you use a calling solution other than Lightning Dialer? If so, we’re happy to report that High Velocity Sales can support third-party computer telephony integration (CTI) providers as part of the in-app calling experience.

Where: This change applies to High Velocity Sales in Lightning Experience. High Velocity Sales is available for an extra cost in Enterprise, Performance, and Unlimited editions.

How: You can integrate your CTI solution with High Velocity Sales if:
  • Your org is using Open CTI for Lightning Experience.
  • Your CTI uses click-to-dial.
  • The saveLog() Open CTI method is used to save a task with a call task type on the related record after the call.
Reach out to your CTI provider to confirm compatibility with High Velocity Sales. There are a few updates they can make to provide the best user experience.