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Ooma Office for
Salesforce

Pre-built Salesforce integration with Ooma Office Pro Plus helps organizations improve employee productivity, deliver a better customer experience, and get more value from tools organizations rely on every day.

Ooma Office for Salesforce provides employees with advanced telephony capabilities embedded inside the Salesforce user interface.

Key Salesforce Integration Features

  • Make and take calls – Make and receive calls; initiate click-to-call within Salesforce anytime a phone number is shown.
  • Screen pops – Provide employees with screen pops that display contact details on incoming and outgoing phone calls, so they are better equipped to serve customers. 
  • Call recording – Easily search, playback, and download call recordings to confirm conversation notes or resolve customer disputes.
  • Auto task completion – Automatically creates log entries for all phone calls as a task against matching Salesforce records.
  • Insightful call history – Gain valuable insights into staff productivity by reviewing call logs; see if calls were inbound or outbound, and how long they lasted.
  • Easy deployment – Quickly deploy and easily manage a telephony solution that fits naturally within the Salesforce environment.
  • Compatibility – Ooma Office Pro Plus integrates with Salesforce Lightning, Essentials, Professional, Enterprise andUnlimited Salesforce editions.

FAQ’s