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• 5.19 • 5.3 • 5.8

Enable Screen Pop for Multiple-Matching Records

In this article you will learn how to enable screen pop for multiple-matching records for your Salesforce integration. In your Salesforce account, you will edit softphone layouts in order to make the ScreenPop scenario block to work.

Note that you do not have to change any settings for screen pop of single-matching results, only for multiple-matching results.

  1. In Salesforce Service Setup, search for Softphone and select Softphone Layouts.

    Service > Setup > Channels > Phone > Open CTI > Softphone Layouts

  2. On the Softphone Layouts page, select your layout and click Edit.

    Click "Edit" beside the selected softphone layout

  3. On the Softphone Layout Edit page, in the Screen Pop Settings section, expand the Multiple-matching records setting.

    Screen Pop Settings

  4. In Multiple-matching records, set Pop to search page.

    Pop to search page

  5. Click Save at the top of the page.

Screen pop functionality is now enabled in your Salesforce account.

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