Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

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.