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Salesforce Integration Administrator's Guide
PureConnect for Salesforce softphone
The softphone appears in Salesforce in one of three forms, depending on your selected view:
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As an overlay you can display or hide at will (in Salesforce Lightning Experience).
Display the softphone by clicking the Phone icon in the lower left corner. Use the minimize control to hide the softphone. It can be visible on any page in the Salesforce Lightning Experience.Note: If you activate the Utility Bar: Enable Pop-Out for Custom Utilities critical update in Salesforce, you can move this overlay. For more information, see https://help.salesforce.com/articleView?id=sforce_api_console_lightning_utility_popout.htm&type=5.
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As a vertical pane (in Sales Cloud)
The vertical pane is static; you cannot move or resize it. A few types of pages in Sales Cloud, such as reports and feed-based page layouts, fill the browser width and temporarily hide the softphone.
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As an overlay (in Service Cloud)
You can move the overlay around the browser window or detach and move it into an entirely new browser tab or window. Because it is an overlay, it is visible on every page in Service Cloud. -
To access the overlay, click Phone in the lower left or right corner of certain Salesforce pages.
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To detach or reattach the overlay, click the arrow in the upper-right corner of the overlay.
Note: Access to Service Cloud requires a special license from Salesforce.com. The vertical pane and the overlay have identical functionality.
All three forms have identical functionality.

