# Integrate Toky Dialer to Salesforce Classic

**There are two types of integrations of Toky with Salesforce:**

1. [To create call tasks associated with leads and contacts](https://tokyapp.zendesk.com/hc/en-us/articles/360020813918). Note: with this integrations you cannot receive or make calls within Salesforce.
2. To **make and receive calls within Salesforce**, please continue with the steps below.

**This tutorial is to connect Toky to Salesforce as a Console App, to be able to make and receive calls within Salesforce. Console is only available in Professional**, **Enterprise**, **Performance**, **Unlimited**, and **Developer** Editions.\
**Note: If you want to also log every call (as Task) automatically into Salesforce use** [this](https://tokyapp.zendesk.com/hc/en-us/articles/360020813918) **tutorial.**

* Start by logging in to your Salesforce account [here](https://login.salesforce.com/).
* Before creating the console app for Toky, please check that you have Permission Set Licenses for Sales Console User. Go to Company Profile -> Company Information.

<figure><img src="/files/GWbW5OYhWsyXDuPymFeJ" alt=""><figcaption></figcaption></figure>

* Under the Permission Set Licenses, look for Sales Console User, to see how many licenses are available.

<figure><img src="/files/pIoy84tbOjVXrVDG3Dct" alt=""><figcaption></figcaption></figure>

* After checking that you have enough licenses, go to **Quick Find**, search for *"**apps"*** (no need to press \<enter>).

<figure><img src="/files/Q9nQsVKqwM44vTXDxQQk" alt=""><figcaption></figcaption></figure>

* If you can't find Quick Find, **click on Setup** in the top menu bar at the righthand side, and repeat the step above.

<figure><img src="/files/nJJ8b0xldhOakZEWgcTs" alt=""><figcaption></figcaption></figure>

* After searching for *"apps"*, click on **Add App**.

<figure><img src="/files/KviowJU0k35nSFIh7YIg" alt=""><figcaption></figcaption></figure>

* * You will notice the **App Quick Start** dialog, but we don't need it. **Close it to continue.1\`**

<figure><img src="/files/KDiZDGGqjrtI4kbOW5UK" alt=""><figcaption></figcaption></figure>

* Locate and click on the **New** button.

<figure><img src="/files/GsIJ3EG6ub61WHvPo8aB" alt=""><figcaption></figcaption></figure>

* In New Custom App, select **Console** and click on **Next**. If you can't find *Console*, you may not have the license to connect Salesforce to third-party apps. If that's the case, please contact our support team.

<figure><img src="/files/DCzDNkDGzahApw7U5LGt" alt=""><figcaption></figcaption></figure>

* In Step 2, enter *"**Toky Console App**"* as App Label, and *"**Toky\_Console\_App**"* as App Name. Click **Next** to continue.

<figure><img src="/files/tH9I1yRdFtBPpbV0CqAL" alt=""><figcaption></figcaption></figure>

* In Step 3 you can select an icon for the app, or just click **Next** to continue.
* In Step 4, select at least the following tabs: **accounts, contacts, cases** and **leads**. Click **Next** afterwards.

<figure><img src="/files/7NOOphjrgmETg5fmmwdh" alt=""><figcaption></figcaption></figure>

**9**. In Step 5, there's nothing to be changed. Click **Next** to continue\_.\_

**10.** In Step 6, select **all profiles** unless you have some special restrictions. Click **Save** to continue.

<figure><img src="/files/sreDUakIRcwryA6LZ6Sk" alt=""><figcaption></figcaption></figure>

* If everything went fine. the **Toky Console App** should be listed in the **Apps v**iew now.

<figure><img src="/files/nwLNJsajELYqxeULRzSH" alt=""><figcaption></figcaption></figure>

### Installing Open CTI Integration <a href="#installing-open-cti-integration" id="installing-open-cti-integration"></a>

To continue with the integration:

* Download the Toky CTI Integration configuration file from [here](https://toky.co/salesforce-cti). It's and XML (text) file that will look similar to this:

<figure><img src="/files/uCl55cdJ8W6u8DZ5RIHh" alt=""><figcaption></figcaption></figure>

* Login to your Salesforce account (you must have administrator permissions).
* Go to **Setup**.
* On the lefthand panel, in Quick Find, search for "**call centers**", then click on **Call Centers.**

<figure><img src="/files/8fCPXQfs74g1Q6X8CqAZ" alt=""><figcaption></figcaption></figure>

* If the Get Started page shows, just **Continue.**

<figure><img src="/files/jNTRIR7COPgcUVg9p9h4" alt=""><figcaption></figcaption></figure>

* In All Call Centers page, click on **Import**

<figure><img src="/files/sLF1tO0eRSbHeprejkdh" alt=""><figcaption></figcaption></figure>

* In the Call Center Import page, select the call center definition file (XML file) you downloaded before and click on **Import.**

<figure><img src="/files/6TYi4HmxsZ5ctMgumDPs" alt=""><figcaption></figcaption></figure>

* You should see a page like the following after the importation finished. You will now need to add the users who can use this app. Click on **Manage Call Center Users** and add the ones with access to this app.

<figure><img src="/files/kASg2JWX34dfFdEPeueZ" alt=""><figcaption></figcaption></figure>

* After a successful installation of the Toky Console App and Toky CTI Integration, you can now access it using the top righthand menu.

<figure><img src="/files/21aeZPOKItzoSYhBd9fJ" alt=""><figcaption></figcaption></figure>

* Optional: If the user cannot see the Toky Console App option, check the Permission Set Assignment and Permission Set License Assignment of the user. Go to Administer -> Manage User -> Users and select the User to set the Permissions.

<figure><img src="/files/RUGyGJqwjmaMHivaoqok" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/B1PlDHqNOWQTZ3yB0u8p" alt=""><figcaption></figcaption></figure>

* Make sure the user have in Permission Set Assignments, Salesforce Console User.

<figure><img src="/files/tz6wLTAJECzlKmaXTXRX" alt=""><figcaption></figcaption></figure>

* Also, make sure the user have checked Sales Console User in Permission Set License Assignments.

<figure><img src="/files/e0Jk4RagqMmUPbQjFIif" alt=""><figcaption></figcaption></figure>

* Log in to Toky and start making/receiving calls ☺️.

<figure><img src="/files/ulKm6b8Gtn4sse43WLmb" alt=""><figcaption></figcaption></figure>


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