Salesforce Views

Salesforce Classic and Lightning views provide two types of modes, namely the standard mode and the console modes.

• The standard mode allows user to open a single record at a time. In this mode, Acqueon Workspace window is fixed, and user cannot move the window. This mode does not support the omni-channel feature.

• The console mode allows user to open multiple records at a time; related records open in sub tabs under the original record. In console mode, Acqueon Workspace is available as a floating window. User can move, minimize, and maximize the Acqueon Workspace window based on the requirement.

Switch to Salesforce Lightning

• Click Switch to Lightning Experience link on top the page or click Username dropdown list and select Switch to Lightning Experience link.

Switch Modes in Lightning View

To view CTI Connector in standard and console mode, a user must create apps specific to that mode.

1. Log into the Salesforce application using appropriate credentials.

2. Click the App Launcher.

3. Select Acqueon Workspace app. The softphone Widget appears.

You can display or hide the softphone in Salesforce Lightning Experience. Display the softphone by clicking the Phone icon in the lower left corner. Use the minimize control to hide the softphone. It is visible on any page in the Salesforce Lightning Experience.

Note:

Standard mode does not support the Omni-Channel feature.

Switch to Salesforce Classic

To move to Salesforce Classic view from Salesforce Lightning view:

1. Click the User icon.

2. Click Switch to Salesforce Classic link.

Switch Modes in Classic View

1. Log into the Salesforce application using appropriate credentials.

2. Click the App Menu dropdown list.

3. Click Sales to view Acqueon Workspace in standard mode and click Console to view Acqueon Workspace in console mode.

Salesforce View – Classic Standard mode

Standard mode does not support the Omni-Channel feature.