Screen pops not working


Note: This article applies to PureCloud for Salesforce and PureCloud for Zendesk.

To receive screen pops, your Salesforce organization must have a softphone layout. This layout must include Salesforce objects that you want to screen pop.

If your Salesforce organization does not have a softphone layout, you receive the following message:

Error message indicating that softphone layout settings is missing in Salesforce

For information about creating a PureCloud Softphone layout, see Customizing Softphone Layouts in the Salesforce documentation.

The integration does not alter permissions within Zendesk. If a user does not have permission to view a particular record, a screen pop to that record fails.

You can confirm whether you have permission to view a particular record by navigating to the record that you expected to screen pop. If you cannot see the record by navigating to the record, you do not have permission to view the record. 

For more information about the integrations, see About PureCloud for Salesforce and About PureCloud for Zendesk.