Edit Searched Object Fields in OneCloud Salesforce | OneCloud Support

Edit Searched Object Fields in OneCloud Salesforce | OneCloud Support

Prerequisites

This article assumes you have already installed OneCloud for Salesforce.

To manage call centers, call center users, call center directories, and Softphone layouts, you must have the permissions to Manage Call Centers.


Edit Fields Displayed for Searched Objects
​

1. Log into your Salesforce.com instance. Go to Setup.

2. Search for Softphone Layouts in the quick find to go to the Softphone Layouts page.
If shown the “Get Started” page, press continue.

3. Either click to Edit the existing softphone layout or click the New button to create a new softphone layout.

4. In the Select Call Type section, choose the call type you’d like to edit from the drop-down.

5. In the Display these salesforce.com objects section, press the arrows to view and edit each object type.

6. Move the object’s fields to the Selections section by selecting the field and clicking the add arrow. Continue editing and moving fields as needed.




7. Press Save at the top of the softphone layout page.

For more information on designing a custom softphone layout, view the Salesforce Help article.


    • Related Articles

    • Deploying OneCloud for Salesforce | OneCloud Support Portal

      Pre-requisites OneCloud Add-on License (per User) Salesforce License: -Professional (with API Add-on) -Enterprise -Unlimited Salesforce Administration Access Salesforce Lightning Apps Deployment Steps Call Center In Salesforce Setup, search for Call ...

    • Setting Up Salesforce Campaigns | OneCloud Support Portal

      In order for AlertBlast to get your Salesforce campaigns, you first need to set up your Salesforce API Integration. Setting up Salesforce Campaigns (Contact Lists) Salesforce contacts and contact lists (known as campaigns) can be imported into ...

    • OneCloud v44.0 Release Notes | OneCloud Support Portal

      OneCloud V44.0 Release Notes New Features Added audit log entries for all successful logins and access token grants. Added support for a stronger JWT token including the ability to validate using public key. Added Fanvil v67 Device support in button ...

    • OneCloud v44.2 Release Notes | OneCloud Support Portal

      OneCloud V44.2 Release Notes Release Date: 02/06/2025 New Features Added UI elements for domain-wide call blocking in the Manager Portal and ensured blocking rules will be properly enforced by the Core Module. Feature is configured with the following ...

    • OneCloud Overview | OneCloud Support Portal

      Accessing the Portal You will first need to complete setting up your account using the Welcome Email sent to you by either the onsite installer or TelWare support team. Once set up, you can access your account by navigating to Myonecloud.com. Home ...