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Apex Settings and Preferences

Flexor Apex for Salesforce

The replacement for the Salesforce CTI adapter

Flexor Salesforce Apex integration, is our Camrivoxs' integration using the Salesforce Developers SOAP API, it no longer uses the Salesforce CTI adapter on the users PC, so it will not be affected by Salesforce switching off the CTI adapter.

Call notes and Call Control are now all managed via the Flexor Call Summary window

If the Apex option is not visible please contact support who can enable it for you.  

As standard it is currently only possible to use with Salesforce Enterprise and above as API access is required, it is possible to purchase API access for Professional Edition from Salesforce. Please contact Salesforce for pricing for API access if you are using Professional edition.
If you are logged into Salesforce, you can check your Salesforce edition under:
Then click the Administration setup link in the menu on the left.

Please also make sure that API access is enabled (in Salesforce) for your Salesforce user or profile. Your Salesforce administrator may need to do this for you.

Your Salesforce administrator still needs to import the Apex Call Center Definition File.xml and add users to it in Salesforce as per the guide.

If Camrivox support have had to enable the Flexor Apex option in Flexor Devices and Applications, once they have confirmed this has been enabled for you, please restart Flexor.

You will find the new Salesforce Apex option under Flexor Devices and Applications. If you click on this and then select Configure, you can enable the Flexor Salesforce Apex, under General, add your Salesforce username, password and Salesforce security token on the account tab and then save the changes. Flexor will then need to be restarted again.

Flexor SFDC Apex Configuration

Flexor Apex for Salesforce Configuration, General tab:

Apex General tab

Check the "Use Flexor" option to enable Flexor Apex for Salesforce and disable the Salesforce CTI adapter.

Flexor Apex for Salesforce Configuration, Account tab:
Apex Account tab

Enter your Salesforce credentials as required, check "Remember Password" and then click on "Test Login". Wait for the test to complete and if successful click on "Save". If the test is not successful, please check and confirm your Salesforce credentials.

Please note that although the email from Salesforce containing your token suggests that you need to combine your password and the token in one field, this is not the case with Flexor Apex. Enter your Salesforce password in the Password field and your Salesforce token on its own in the Security Token field.

Flexor will then ask you to exit and restart to activate the changes. To exit Flexor, right click on the Flexor (F) icon in the task tray and select Exit or click on File, Exit from the Flexor OnScreen Window.

Then restart Flexor from Windows, Start, All Programs, Camrivox, Flexor Manager.

To reset your Salesforce security token, when logged into Salesforce, at the top of the page, click the down arrow next to your Salesforce user name, then navigate as follows:
Your Name | Setup | My Personal Information | Reset Security Token, and click the Reset My Security Token button. The new security token is sent via email to the email address on your Salesforce user record. Your Salesforce administrator will be able to advise you if you are using Security tokens or not.

After restarting Flexor, the Salesforce CTI adapter will be replaced by a Flexor logo when logged into Salesforce with either Internet Explorer, Chrome or Firefox.

Flexor SFDC Apex logo

If the Flexor Apex for Salesforce logo does not appear please check that the Flexor extension or add on (as appropriate depending on browser used) has installed in your browser and is enabled.

If the Flexor logo does not appear please refer to the FAQ's on this page

You must also have followed the instructions here to import the Call Center in Salesforce to enable Click to Dial.

Please also make sure Flexor is set under the configure URL settings.

Flexor Apex for Salesforce Configuration, Status tab:

Apex Status

The Status tab displays connectivity status between Flexor and your Salesforce instance.

Flexor Apex for Salesforce Configuration, Server tab:

Apex Server

The Server tab allows the user to define a Server and Browser URL if required, or if you are testing with a Salesforce Sandbox.

Flexor Apex for Salesforce Configuration, Miscellaneous tab:

Apex Misc

Clicking on "My Calls Today" will open a browser and run the default Salesforce Call Activity Report.

If your organisation uses Person Accounts please check this option.

If the Append options are checked, Flexor will search and display Journal, Opportunities and Cases that are linked to any records found that match the phone number. If too many appended matches are being found please un-check these options.

On Starting Flexor if you see the message in the screen shot below please update your Salesforce credentials under  Flexor Devices and Applications, Apex Integration, Account tab. Remember to click Test Login. This is the username / password you use to login to Salesforce, not your Flexor username and password.

Salesforce Apex failed to login


Click to dial from the record in Salesforce works as normal with the standard CTI adapter but notes on the call can now be made in the Flexor Call Summary window.
To use this, please make sure the Call Summary window is enabled under Flexor OnScreen, Options, Call Summary, Window Appearance.

You can also choose to leave the Call Summary window open after a call, by setting Close the summary to "Manually".

Flexor SFDC Apex Call Summary Configuration

Further information on configuring the Call Summary window is available in the Flexor Manager User guide.

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Camrivox is currently expanding its support for other languages. In the meantime, this web page can be accessed in other languages using Google's automated translation service below:

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