quick connect walk through
DESCRIPTION
Quick Connect Walk Through. Overview. Quick Connect will allow RingDNA users to make calls originating from Salesforce . In this version we will mimic the actual call In this version no connection to RingDNA is required. - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: Quick Connect Walk Through](https://reader035.vdocuments.net/reader035/viewer/2022062315/56815aa5550346895dc8396b/html5/thumbnails/1.jpg)
Quick ConnectWalk Through
![Page 2: Quick Connect Walk Through](https://reader035.vdocuments.net/reader035/viewer/2022062315/56815aa5550346895dc8396b/html5/thumbnails/2.jpg)
Overview
• Quick Connect will allow RingDNA users to make calls originating from Salesforce.
• In this version we will mimic the actual call– In this version no connection to RingDNA is required.– Instead of connecting to the RingDNA API. The code
should pop up a simple HTML page with an alert.
• For this version it will be a Chome extension
![Page 3: Quick Connect Walk Through](https://reader035.vdocuments.net/reader035/viewer/2022062315/56815aa5550346895dc8396b/html5/thumbnails/3.jpg)
Step 1: User will install the Chrome extension
![Page 4: Quick Connect Walk Through](https://reader035.vdocuments.net/reader035/viewer/2022062315/56815aa5550346895dc8396b/html5/thumbnails/4.jpg)
Step 2. Users will Login to salesforce. Users will navigate to a page in salesforce that has phone number they would like to call.
![Page 5: Quick Connect Walk Through](https://reader035.vdocuments.net/reader035/viewer/2022062315/56815aa5550346895dc8396b/html5/thumbnails/5.jpg)
Step 3. Anytime a phone number is on the screen it needs to be made to be clickable by the extension
![Page 6: Quick Connect Walk Through](https://reader035.vdocuments.net/reader035/viewer/2022062315/56815aa5550346895dc8396b/html5/thumbnails/6.jpg)
Step 4. The user will click any phone number in Salesforce on any screen. This includesList views, detail records and reports
![Page 7: Quick Connect Walk Through](https://reader035.vdocuments.net/reader035/viewer/2022062315/56815aa5550346895dc8396b/html5/thumbnails/7.jpg)
Step 5. When the user clicks on the number the plugin should appear, prompting the user to make an outbound callThe user will have 2 Choices. Pick a configured # or enter a number by hand
![Page 8: Quick Connect Walk Through](https://reader035.vdocuments.net/reader035/viewer/2022062315/56815aa5550346895dc8396b/html5/thumbnails/8.jpg)
Step 6 . The user enters a number
This should be remembered. The next time they click a number to call the last number they entered should default to save time
Option 1 Entering the number by hand
![Page 9: Quick Connect Walk Through](https://reader035.vdocuments.net/reader035/viewer/2022062315/56815aa5550346895dc8396b/html5/thumbnails/9.jpg)
Step 7 . The user will select a pre configured number from the drop down. *Note: For this release the drop down is non functioning. It just needs to be a list of the 3 values listed here.
Option 2 Selecting a pre configured number from a drop down
![Page 10: Quick Connect Walk Through](https://reader035.vdocuments.net/reader035/viewer/2022062315/56815aa5550346895dc8396b/html5/thumbnails/10.jpg)
Time based on Area code
![Page 11: Quick Connect Walk Through](https://reader035.vdocuments.net/reader035/viewer/2022062315/56815aa5550346895dc8396b/html5/thumbnails/11.jpg)
Step 8 . The user will click call
![Page 12: Quick Connect Walk Through](https://reader035.vdocuments.net/reader035/viewer/2022062315/56815aa5550346895dc8396b/html5/thumbnails/12.jpg)
HTML Page
To #: (310) 752-4746
From #: 1 888 555 1212
Step 9: For this version the extension is self contained. It does NOT need to callthe RingDNA API. Instead when the user clicks call an alert box should be displayedWith the to and from numbers