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AT&T Office@Hand

Learn how to use features from AT&T Office@Hand. Access our self-help options to set up and use this application to communicate with customers.

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Salesforce Overview | Wireless Integrated for AT&T Office@Hand
Article #67972

This article provides an overview of Wireless Integrated for AT&T Office@Hand for Salesforce with links to articles covering other key aspects. Wireless Integrated for AT&T Office@Hand for Salesforce enhances your CRM experience with integrated cloud business communications, improving workforce productivity, increasing call efficiency, and enhancing customer interaction.

Wireless Integrated for AT&T Office@Hand for Salesforce provides seamless integration between Salesforce.com and your Wireless Integrated for AT&T Office@Hand services to enable improved customer retention, greater agent productivity, and advanced business processes.

IMPORTANT: The Wireless Integrated for AT&T Office@Hand for Salesforce Classic and Wireless Integrated for AT&T Office@Hand for Salesforce Lightning are both available in the app version 5.7. Wireless Integrated for AT&T Office@Hand for Salesforce version 3.40 and higher includes Salesforce1.

This article shows how System Administrators or Salesforce Administrators can set up the Salesforce.com instance to enable the Users to use Wireless Integrated for AT&T Office@Hand for Salesforce within their Salesforce.com interface.

Features and Benefits

The Wireless Integrated for AT&T Office@Hand for Salesforce App provides the following benefits and features which increase call efficiency, facilitate organizational collaboration, and enhance customer interaction.

  • Available in both Classic and Lightning view of Salesforce.com
  • Works on any browser, and on both PC and Mac
  • You can use the Wireless Integrated for AT&T Office@Hand for Salesforce app with any
    Wireless Integrated for AT&T Office@Hand endpoint, including a desk phone, the
    Wireless Integrated for AT&T Office@Hand Mobile app, or the Wireless Integrated for AT&T Office@Hand Phone app
  • Works with Salesforce Sales Cloud, Service Cloud, and Desk.com
  • Seamless integration between your phone system and Salesforce CRM, improving workflow and increasing productivity
  • Click-to-dial directly from any contact phone number in Salesforce, saving time and increasing efficiency
  • Incoming Calls automatically launch a pop-up window of the caller’s account records
  • Log notes during or after call and switch between browser tabs to work on multiple interactions
  • New records – Accounts, Contacts, Leads – can easily be created during a call or while having SMS conversations
  • Call dispositions are automatically tagged, allowing quick call logging
  • Real-time call notes are automatically saved to the corresponding record
  • Easily send and receive text messages to your Contacts/Leads/Opportunities within the app
  • Accurate call logs and SMS logs saved to the corresponding record let Users review recent activities

Supported Salesforce Editions

The Wireless Integrated for AT&T Office@Hand for Salesforce App supports the following
Salesforce Editions — Professional, Enterprise, Unlimited, and Performance

How to Schedule a Video Meeting on Wireless Integrated for AT&T Office@Hand for Salesforce

  1. Click the Video Meeting icon on the app and configure the meeting settings.
  2. Click Schedule Video Meeting.
  3. A new tab will open to edit the meeting details. Click Save.

Note: You can also schedule a Wireless Integrated for AT&T Office@Hand Video meeting in the Salesforce calendar by picking a date and time from a Calendar and Clock view.

Keywords: Wireless Integrated for AT&T Office@Hand, Salesforce App, SFDC, salesforce video meeting