The Versature Salesforce App is designed to enhance your productivity and ease your workflow within Salesforce. You can answer calls and jump directly to records associated with incoming numbers.
Once you have installed the Salesforce app, you will see a Phone tab at the bottom left-hand side of your screen. Click this tab to open and close the app pop-up.
Sign in with your Versature credentials. All Versature apps and integrations use the same login name and password. Your login name is your firstname.lastname@example.org, and your password is the same as SONAR. If you need to change your password, you can follow the Account Security section of the Profile Overview article.
Once you have signed in, you will see the dial-out page. Click the gear icon on the right side of the Versature logo to access the app Settings.
We created the app with two main use cases in mind: service and sales. Selecting one of these roles will dictate where your incoming calls open within Salesforce. "Service" opens a case, while "Sales" opens an opportunity. Regardless of the role you have selected, you can always manually log calls to either case or opportunity.
When you receive an incoming call, a pop-up will appear and take you to new or existing cases/opportunities dependant on the incoming caller.
While on a call, you can add notes and click action buttons that directly correlate with the Salesforce records you are currently working within.
There are several action buttons you can use to update records.
You can also add call notes in the section below the action buttons. These notes will appear in the comment section of the record.
You can create tasks and reminders for yourself in Salesforce through the app by clicking the bell icon. Currently, you have to create a reminder if you want to create a task.
As you move through Salesforce, the Versature app will automatically configure to match the record that is currently open. If you want the app to stay connected to a specific record while you navigate through Salesforce, you can pin the app by clicking the thumbtack icon.
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