Generally, the case screen pops up within 1 to 2 seconds right after the phone connection. There may be some variation depending on the system environment.
However, if the popup takes significantly longer, the following issues might be the cause, so please check further.
- If the contact information was migrated from the existing system to Salesforce without an index set on the phone number, delays may occur when searching for the existing contact by phone number. In this case, please contact your Salesforce implementation partner to set up indexing on the phone number.
- Check if there are any delays caused by related triggers or flows when creating cases or contacts.
- If multiple corporations or departments are operated separately as centers within a single Salesforce organization (Org), and the logged-in user's department information does not match the CTI center information, call data retrieval may fail and retrying can cause a delay of about 10 seconds.
In this case, verify that the department field in the user information is correctly assigned. After correcting it, refresh the service console screen and try receiving a call.
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