Automatic_Number_Identification
Also known as ANI. A feature that passes a caller’s telephone number over the network to the receiving location, so that the caller can be identified. Sometimes referred to as a “Caller ID.” ANI is a North American term, and Calling Line Identification (CLI) is an alternative term that is used elsewhere.
Glossary
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| − | + | =Configuring Click-to-Dial= | |
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| + | Click-to-dial enables agents to dial a phone number directly from Salesforce phone fields. Based on the pre-processing rules defined in [[Documentation:PSAAS:Administrator:umgrCRMAdapter#SFOptions|Agent Setup]], Adapter formats the selected phone number and then dials it. These configurations are often helpful while dialing an international number. Agents see the formatted phone number in the screen pop. | ||
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| + | ==Pre-processing rules for international dialing== | ||
| + | You can configure Adapter to apply custom pre-processing rules on click-to-dial requests to adjust the format of phone numbers or {{Glossaryterm|term=Automatic_Number_Identification|text=ANI}} for international dialing. | ||
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| + | To support click-to-dial the pre-processing rules you setup for international numbers, Adapter examines the phone number it receives from Salesforce to determine if a prefix should be added before making the dial request. This is helpful when local numbers are stored in Salesforce records, but dialing prefixes are required to dial the call. You can configure pre-processing rules with the '''Click to Dial Preprocessing Rules''' setting in [[Documentation:PSAAS:Administrator:umgrCRMAdapter#SFOptions|Agent Setup]]. For example, you can configure a pre-processing rule to add a "+1" prefix to the phone number being dialed. | ||
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| + | You can also define pre-processing rules for the screen pop to replace a portion of the Automatic Number Identification (ANI) with a dialable number — for example, to remove a leading "+1". This is helpful in cases where local phone numbers are stored in Salesforce, but inbound customer calls might include international prefixes. You can configure these rules with the '''Screen Pop Preprocessing Rule''' setting in [[Documentation:PSAAS:Administrator:umgrCRMAdapter#ScreenPop|Agent Setup]]. | ||
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| + | [[Category:V:PSAAS:Public]] | ||
Revision as of 20:05, January 23, 2020
Configuring Click-to-Dial
Click-to-dial enables agents to dial a phone number directly from Salesforce phone fields. Based on the pre-processing rules defined in Agent Setup, Adapter formats the selected phone number and then dials it. These configurations are often helpful while dialing an international number. Agents see the formatted phone number in the screen pop.
Pre-processing rules for international dialing
You can configure Adapter to apply custom pre-processing rules on click-to-dial requests to adjust the format of phone numbers or ANI for international dialing.
To support click-to-dial the pre-processing rules you setup for international numbers, Adapter examines the phone number it receives from Salesforce to determine if a prefix should be added before making the dial request. This is helpful when local numbers are stored in Salesforce records, but dialing prefixes are required to dial the call. You can configure pre-processing rules with the Click to Dial Preprocessing Rules setting in Agent Setup. For example, you can configure a pre-processing rule to add a "+1" prefix to the phone number being dialed.
You can also define pre-processing rules for the screen pop to replace a portion of the Automatic Number Identification (ANI) with a dialable number — for example, to remove a leading "+1". This is helpful in cases where local phone numbers are stored in Salesforce, but inbound customer calls might include international prefixes. You can configure these rules with the Screen Pop Preprocessing Rule setting in Agent Setup.