Salesforce and Skype
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Transcript of Salesforce and Skype
Salesforce accountUnlimited, Enterprise, Professional, or Developer
Skype for Salesforce on serverhttp://www.pamconsult.com/sfdc/download.html
Microsoft Windows XP or VistaWith Internet Explorer 6 or higher
Prerequisites
Install Skype Version 3.0 or higher
Either http://skype.com/download/skype/windows/
or http://skype.com/download/skype/windows/business/
(tough luck for Mac or Linux)
Install Skype Adapter for Salesforce*
http://www.pamconsult.com/downstat/download.php?id=Skype4Salesforce
* Requires Microsoft Windows 2000, XP or Vista
and Microsoft Internet Explorer 6 or higher
To get a Skype account:
Start Skype program,
register for new account
from login window
Purchase a Skype subscription
http://www.skype.com/allfeatures/subscriptions/
Manage team subscriptions centrally
http://www.skype.com/business/features/controlpanel/
- or -
Also, see if the small business pack is right for you:
http://www.skype.com/business/allfeatures/smallbusinesspack/
1) Log in to Salesforce with Internet Explorer
2) View a contact, lead, or account
3) Click the little phone icon to call
- or -
1) Log in to Salesforce with Internet Explorer
2) View an opportunity
3) Click “Start Skype Conference”
4) Select attendees
- also -
1) Give contacts your SkypeIn phone number
2) Keep Skype and Salesforce open
3) See their record pop up when they call
Enjoy!