Salesforce Overview

The CCX Salesforce App provides a seamless integration between Amazon Connect cloud call center and Salesforce using the Open CTI API, enhancing agent experience through dynamic UI embedding, event handling, and synchronization features. This integration supports comprehensive call control, logging, and Salesforce record management within the agent console.

Amazon Connect integrates into Salesforce using a CTI adapter, which embeds the Amazon Connect Contact Control Panel (CCP) directly into Salesforce's Lightning console. This allows agents to handle calls, chats, and tasks within Salesforce, while supporting screen pops, logging, and workflows.

Key Features

  • Amazon Connect CCP Initialization
    The app dynamically loads and configures the Amazon Connect Contact Control Panel iframe, managing login, region, softphone, and device settings while setting up event handlers for contact and agent events.

  • Contact and Agent Event Handling
    It manages inbound and outbound contact events, triggers Salesforce screen pops and logging based on contact data, maintains session tracking, and optionally synchronizes agent states between Amazon Connect and Salesforce presence.

  • Open CTI Library Functionalities
    The openCtiHelpers.js module wraps Salesforce's Open CTI JavaScript API, providing initialization, event handling, softphone and tab management, call logging as Salesforce tasks, search and screen pop capabilities, and session context utilities to support the integration.