Log In to the Softphone

Important Open CTI is in maintenance mode and is scheduled for retirement on February 28, 2028. No new features or enhancements are being added to Open CTI. Effective immediately, Open CTI is deprecated and unavailable for newly created Agentforce Service orgs.

To ensure long-term compatibility and access to the latest innovations, we recommend migrating to Salesforce Voice. Salesforce Voice offers many of the Open CTI features that you love and more. Unlike Open CTI, Salesforce Voice is natively integrated with Omni-Channel and Command Center for Service, providing a seamless experience for contact center reps and supervisors across all digital channels. For more information, see this Knowledge Article and migration learning map.

Depending on the phone system that your organization uses, the login prompts you to enter your user ID, password, and other credentials. When you have entered these values, click Log In to complete the connection to your phone system.

To automatically log in to your phone system without having to click the Log In button:

1. From your personal settings, enter Softphone in the Quick Find box, then select My Softphone Settings.
2. Select Automatically log in to your call center when logging into Salesforce. When you have logged in to your phone system, Salesforce remembers your login information and automatically makes a connection to your phone system whenever you log in to Salesforce.

Note If you explicitly log out of the phone system at any time while you are logged in to Salesforce, automatic login is turned off for the remainder of your Salesforce session. To re-enable automatic log in, log out of Salesforce and then log back in.

After logging in to a phone system, your call center state is automatically set to Not Ready for Calls. If you want to receive calls, you must change your call center state to Ready for Calls.