Quick ConnectWalk Through

Overview

• Quick Connect will allow RingDNA users to make calls originating from Salesforce.

• In this version we will mimic the actual call– In this version no connection to RingDNA is required.– Instead of connecting to the RingDNA API. The code

should pop up a simple HTML page with an alert.

• For this version it will be a Chome extension

Step 1: User will install the Chrome extension

Step 2. Users will Login to salesforce. Users will navigate to a page in salesforce that has phone number they would like to call.

Step 3. Anytime a phone number is on the screen it needs to be made to be clickable by the extension

Step 4. The user will click any phone number in Salesforce on any screen. This includesList views, detail records and reports

Step 5. When the user clicks on the number the plugin should appear, prompting the user to make an outbound callThe user will have 2 Choices. Pick a configured # or enter a number by hand

Step 6 . The user enters a number

This should be remembered. The next time they click a number to call the last number they entered should default to save time

Option 1 Entering the number by hand

Step 7 . The user will select a pre configured number from the drop down. *Note: For this release the drop down is non functioning. It just needs to be a list of the 3 values listed here.

Option 2 Selecting a pre configured number from a drop down

Time based on Area code

Step 8 . The user will click call

HTML Page

To #: (310) 752-4746

From #: 1 888 555 1212

Step 9: For this version the extension is self contained. It does NOT need to callthe RingDNA API. Instead when the user clicks call an alert box should be displayedWith the to and from numbers