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Incoming Phone Call

Send a push message with the Lead or Contact that is calling. If the caller are not in Salesforce a new Lead is created. A task is created linked to the record.

Installation

  1. Setup -> Sites -> Register My Salesforce Site Domain Enter a domain name e.g. my-company if not already have one
  2. Add public access to the class Setup -> Sites -> Incoming Phone Call(Site Label) -> Public Access Settings -> Enable Apex Class Access Add IncomingPhoneCall
  3. sfdx force:data:tree:import -f config/CurrencyTypes.json to use AUD as currency
  4. Install Package and ask me for the installation key
  5. Setup -> Custom Settings -> Incomming Phone Key -> Manage -> New (On top of Default Organization Level Value) Key:
  6. Add Phone number to your user
  7. Setup -> Notification Builder -> Notification Delivery Settings -> Custom Notification Types -> Incoming Phone Call check Desktop and Mobile check Salesforce for Android and Salesforce for iOS
  8. Test go to url incomingPhoneCall/services/apexrest/incomingPhoneCall?to=&from=&key=

Links

Quick Tip – Public RESTful Web Services on Force.com Sites Custom Notification Demos Release Your Updated Package\