To install the smrtPhone CTI Adapter onto your accounts you need to install the phone system at the account level and then activate it for each individual user you wish to grant access.

Install smrtPhone on Your Salesforce Account

The first step in the installation process is to click on the download link within the Google Document Guide overview, shared with you by Salesforce. ‼️ We cannot publish the link here because it is not for public consumption. If you have trouble locating the link, please contact our Support team using the chat button in the lower right.

Once you have clicked the link - it should take you to this page. Simply log in with your Salesforce account and password.

Once you have logged in, you have to install the smrtPhone pack. Here are the installation steps.

  1. “What if existing component names conflict with ones in this package?” For proper configuration, select the “Do not install” radio button in the first box. This means you avoid any conflicts with existing components.

  2. Then, select to install the pack for ALL USERS - the middle option.

  3. Press “Install” and then grant all permissions for smrtPhone pack and hit the ”Done” button.

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