PhoneIQ | Blog: Salesforce Category

32 min

Optimizing Lead Routing in Salesforce Using CTI Data

Efficient lead routing is essential for maximizing sales productivity and enhancing customer experience. In Salesforce environments, integrating Computer Telephony Integration (CTI) data through platforms like PhoneIQ enables organizations to automate lead assignment intelligently, ensuring that every lead reaches the right agent quickly. Salesforce developers are instrumental in building these workflows, leveraging real-time telephony events, agent performance metrics, and business rules to optimize routing.

Dec 11, 2025

Kory Westerburg

7 min

Tips to integrate SMS and Phone Calls in Salesforce

Integrating SMS and phone calls in Salesforce helps sales reps to instantly connect with customers (Contacts) and prospects (Leads). Phone Call integrations increase productivity as they enable you to call contacts by clicking on their phone number in Salesforce, automatically logging calls, taking notes in the app, and more. Convinced yet?

Nov 29, 2021

Divya Chauhan

Salesforce

5 min

How Slack is helping Salesforce Customers

Let’s demystify how Slack is helping Salesforce Customers and what's in store for the future.

Nov 22, 2021

Aditya Sehgal

Salesforce

7 min

Salesforce Winter ’22 Release Highlights

The latest Salesforce release is out, and with it a ton of new features and functionality. Don’t have time to plug through a two-and-a-half-hour-long module? No problem! We’ve got the recap right here.

Nov 15, 2021

Matt Graessle

Salesforce

5 min

How to Create a Reporting Snapshot in Salesforce Lightning

Enter Reporting Snapshots, which give you the ability to track things like period-over-period deltas in the information that matters to you most.

Nov 10, 2021

Tim Bauman

Salesforce

7 min

Quick Guide to using Salesforce Surveys

It is no secret that everyone expects first-class customer service when they choose to do business with a company. Strong client-centric organizations take this very seriously. Of course, we may think that we’re delivering on that mission, but we’ll never really know . . . unless we ask.

Nov 5, 2021

Matt Graessle

Salesforce

5 min

4 Steps to Successfully Deploy Your Call Center in Salesforce Lightning

As more and more companies think about things like customer or employee experience, automation, and artificial intelligence, a more important question arises in the realm of telephony: How can we gather as much data from our phone conversations as possible, and augment our existing data set to provide even greater insight into what our customers are looking for?

Oct 29, 2021

Matt Graessle