What are the main configurations needed for the SoftPhone to function in Salesforce?

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The main configurations needed for the SoftPhone to function in Salesforce are primarily focused on establishing the correct environment and ensuring that users have the appropriate access to utilize the SoftPhone features effectively.

Assigning the correct Salesforce users to the Call Center is crucial because this configuration allows specific users to access the SoftPhone functionality, aligning their profiles with the overall telephony services set up in the organization. This assignment ensures that those users can engage with the telephony system and receive incoming calls or place outgoing calls using the SoftPhone interface.

While other options are also important components of the overall setup, the direct association of users within a Call Center context is foundational. This step ensures that users not only have access privileges but can also leverage the full capabilities of the SoftPhone integrated within the Salesforce environment. It supports the necessary configurations that enable seamless interaction with customers through telephony within the Salesforce platform.

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