You are on page 1of 2

how to connect asterisk CTI with Salesforce using secure websocket

To connect Asterisk CTI with Salesforce using a secure websocket, you need to follow these steps:

1. Enable websockets in Asterisk: To use websockets, you need to enable the mod_ws module
in your Asterisk server.
2. Create a Connected App in Salesforce: This will allow you to connect to the Salesforce API
from your Asterisk server.
3. Establish a secure websocket connection: Use the Salesforce API to connect to the websocket
endpoint. Ensure that the connection is secure by using an encrypted protocol like SSL/TLS.
4. Send and receive messages over the websocket: Use the connected app to send messages
between the Asterisk server and Salesforce.
5. Implement CTI functionality: Write custom code to handle CTI events such as incoming calls,
call transfers, and call hang-ups.
6. Test and deploy the solution: Test the solution in a development environment and then
deploy it to a production environment.

Note: You may need additional steps depending on your specific setup and requirements.

what other methods I can use to connect CTI between Asterisk and Salesforce
There are several other methods to connect CTI between Asterisk and Salesforce, besides using
secure websockets:

1. REST API: You can use Salesforce's REST API to retrieve and update data from Salesforce from
your Asterisk server. This can be useful for tasks such as searching for contacts or updating
call records.
2. Webhooks: You can use webhooks to receive notifications from Salesforce when certain
events occur, such as incoming calls or changes to call records.
3. SIP Trunking: You can set up a SIP trunk between your Asterisk server and Salesforce,
allowing you to place and receive calls directly through Salesforce.
4. CTI Adapters: You can use a CTI adapter to integrate your Asterisk server with Salesforce. A
CTI adapter acts as a bridge between your Asterisk server and Salesforce, allowing you to
access the full range of CTI functionality.

Each method has its own advantages and disadvantages, and the best approach will depend on your
specific requirements. It's important to consider factors such as security, scalability, and ease of
integration when choosing a method for connecting CTI between Asterisk and Salesforce.

Can you explain details about options about the 4th item, CTI adapters?
CTI adapters are a popular method for connecting CTI between Asterisk and Salesforce. A CTI
adapter acts as a bridge between your Asterisk server and Salesforce, allowing you to access the full
range of CTI functionality.
Some of the key benefits of using a CTI adapter include:

1. Ease of Integration: CTI adapters are designed to make it easier to integrate your Asterisk
server with Salesforce, as they handle many of the complex details of connecting the two
systems.
2. Improved Functionality: CTI adapters often include additional features and functionalities,
such as call logging, call recording, and call reporting.
3. Scalability: CTI adapters can be scaled to meet the needs of large and complex call center
environments.
4. Security: CTI adapters are often built with security in mind, providing features such as
encryption and authentication to keep your data safe.

When choosing a CTI adapter, it's important to consider factors such as compatibility with your
Asterisk server and Salesforce, the level of support provided by the vendor, and the cost of the
adapter. It's also a good idea to compare different adapters to find the one that best meets your
needs.

Thank you. I have a further question for the same topic, how does user available for call, or
not available is handled on Salesforce-Asterisk CTI Integration? I'm looking for a technical
answer.
In a Salesforce-Asterisk CTI integration, user availability for calls can be handled in several ways,
depending on the specific implementation. Here are a few technical approaches that are commonly
used:

1. Presence States: A user's presence state can be used to indicate whether they are available to
take calls or not. The presence state can be updated in real-time as the user's status changes,
and this information can be used to route calls to the appropriate agent.
2. Call Routing Rules: Call routing rules can be set up to determine which agents should receive
calls, based on factors such as their presence state, skill level, or availability. This information
can be used to route calls to the most appropriate agent in real-time.
3. ACD (Automatic Call Distribution) Queues: ACD queues can be used to manage incoming
calls, and ensure that calls are routed to available agents in a balanced manner. Calls can be
queued and held until an available agent becomes free, and then automatically routed to the
next available agent.
4. IVR (Interactive Voice Response) Menus: IVR menus can be used to provide callers with
information about agent availability, and allow them to choose alternative options if all
agents are busy. For example, callers can be offered the option to leave a voicemail, schedule
a call-back, or connect to a different department.

The specific approach used will depend on the needs of the organization and the requirements of
the CTI integration. The best approach will depend on factors such as the size of the call center, the
complexity of the call routing rules, and the level of customization required.

You might also like