Table of Contents:

  1. Before reading this Guide

  2. Installation steps from Appexchange

    1. Step One – Installation with Salesforce Appexchange

    2. Step Two – Assign permission sets to users

    3. Step Three – Adding Quakker application to utility bar, add custom fields to Activity layout, add 'Call(Quakker)’ button to Account, Contact, Lead layout

  3. Adding URL Provider to CSP in Salesforce

  4. Translations

    BEFORE READING THIS GUIDE

    The Quakker application is designed to handle telephone calls within the Salesforce system. It's available on Appexchange.

    It allows for receiving incoming calls and making outbound calls within Salesforce. Additionally, all conversations made through this application are recorded as activities and associated with a specific contact or account.

    The solution is based on the Salesforce ecosystem. Therefore, for any difficulties related to basic functionalities, assistance can be found on www.trailhead.com (tutorials and instructions) or www.help.salesforce.com (technical documentation).

    We Are Happy To Assist You All Time Moment

    INSTALLATION STEPS FROM APPEXCHANGE

    Step One - Installation from Salesforce AppExchange

    After finding the Quakker application on AppExchange, read the description and familiarize yourself with the pricing policy and solution requirements. If your instance allows installing the application, press the green „Get It Now” button in the top right corner.

    Appexchange application

    After clicking the button, you will need to log in to your Trailblazer.me account.
    Notice! It is not possible to install the application without a Trailblazer.me account. 

    Installation from Appexchange

    Log in to your account. Then, the installation wizard will ask the question, „Where do you want to install this package?” 

    You must choose Production org or Sandbox (we recommend installing it first on a copy of your production to check for possible conflicts), but remember – the org for installation must be connected to your Trailblazer.me account (How to do it?).

    Appexchange

    Read and confirm the installation details (only if you agree with all the provided information, read it carefully). Press „Install.” You will be redirected to the Salesforce login page (Sandbox or Production, which can be checked by looking at the website’s URL).

    Salesforce App

    Finally, you will be redirected to the installation details page. We recommend installing the application only for administrators (Install for Admins only) so that permissions and privileges can be assigned to the appropriate people later.

    Salesforce Admin

    If you don’t know if your org fulfills the requirements or you have other problems, please see the Quokka Recruitment User Manual.

    Step Two - Assigning Permission Set to Users

    After downloading App from Appexchange – In the next step, it is necessary to assign the Quakker Permission set to users who will use the application. To do this, go to Setup and search for Permission sets.

    Salesforce Permission sets

    From the permission list, select Quakker Permission. From the top menu, choose Manage Assignments.

    In the last step, assign users who will operate the Quakker application and click Add Assignment.

    Step Three - Adding Quakker App to Utility Bar, Adding Custom Fields to Activity Layout, Adding 'Call (Quakker)' Button to Account, Contact, and Lead Layouts

    The next step is to add the application to the utility bar. To do this, go to Setup and navigate to App manager, select the application you want to assign calling capability to, click the arrow, and edit.


    In the application settings, add the Quakker application to the utility bar. Click Add utility item and choose Quakker from the list of Custom Items. On the right side in the Properties tab, set the panel width to 1px and panel height to 1px.

    Add custom fields to the Activity object layout. To do this, go to  Setup -> Object manager -> Task -> Page layouts and add the following fields (API names):

                • External call ID

                • Phone

                • Start Date time

                • End Date time

                • Due Date time

                • Call Duration in Seconds

    The last step in this section is to add the 'Call (Quakker)’ button to the layouts of Account, Contact, and Lead objects. To do this, go to Setup -> Object manager -> Account -> Page layouts and add the button to the 'Salesforce Mobile and Lightning Experience Actions’ section (preferably at the beginning of the list for visibility). Save changes and repeat for other objects.

    ADDING URL PROVIDER TO CSP IN SALESFORCE

    In your Salesforce environment, add the trusted URL received from the provider. To do this, go to Setup -> Security -> Trusted URLs. Choose New Trusted URL and add the URL received from the provider.

    Salesforce Trusted URL'S

    LIGHTHING WEB SECURITY IN SESSION SETTINGS

    Next, you should check whether the Lightning Web Security option is selected in Session Settings. Navigate to Setup, then go to the Security section and choose Session Settings. Verify if the checkbox next to Lightning Web Security is selected, and if it’s not, mark it.

    Salesforce CSP

    TRANSLATIONS

    Salesforce allows translations of custom fields. To enable this, the administrator should first activate the translation option in the target environment. To do this, in the settings, go to the Translation workbench tab, enable the translation option, and select the desired language.

    After configuring this, in the Translate tab, you can translate most parts of the system, including fields, layouts, picklist values, etc. Link to documentation: Manage your translations.

    Additionally, Salesforce provides the ability to translate custom labels, allowing you to translate information presented in the Quakker application into any language. To do these translations, go to the Custom labels tab in settings and choose the component you want to translate by clicking edit. Link to documentation: Custom labels.

    Salesforce Custom labels

    WHAT QUAKKER CAN DO?

    Contact us:

    quakker@clorce.com

    +48 601 999 237

    +48 22 230 25 97