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Migration Steps from Salesforce Classic to Salesforce Lightning

To migrate from Salesforce Classic to Salesforce Lightning:

  1. Upgrade or verify that your managed package is version 3.6 or higher. This is required for PureConnect for Salesforce Lightening. See Install or Upgrade the managed package.

  2. Migrate your settings from the "PureConnect for Salesforce v3" Call Center to the new "PureConnect for Salesforce Lighting" Call Center.

  3. Move Lightning Experience users from the "PureConnect for Salesforce v3" Call Center to the "PureConnect for Salesforce Lightning" Call Center.

  4. Enable the "Open CTI Softphone" check box in the App Options for Lightning Apps where customers want to use PureConnect for Salesforce.

    Tip: See also Troubleshooting_the_CTI_Softphone.