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Salesforce App – Assign Softphone layouts to users | AT&T Office@Hand
Article #4009

How to assign Softphone layouts to users on the Salesforce app?

Once you have defined Softphone layouts, you can assign them to user profiles.

To assign Softphone layouts to users, follow the steps below:

  1. Log in to your Salesforce.com instance as an Administrator.
  2. Click your name, and select Setup.
  3. Located on the left hand side, Go to App Setup > click Call Center > click Softphone Layouts.

    Located on the left hand side, Go to App Setup > click Call Center > click Softphone Layouts.

  4. Click Softphone Layout Assignment.
  5. Select SoftPhone Layout for each user profile that appears in the page.
  6. Click Save to retain changes.

Key Words: assign, Softphone, layouts, users, Salesforce Integration