Settings, notifications, and troubleshooting

Settings is where you manage your profile, how inbound phone calls reach you, and other preferences for daily use.

You can:

• Route phone calls correctly based on availability.
• Control how your outbound number appears.
• Open account details and manage your session.

Settings

In Settings, you can manage:

• Profile — See your account information, including the name and email tied to your Salesforce login, so you confirm which account is active.
• Outbound number — Choose the number shown on outbound phone calls and messages when you have multiple numbers or need a specific caller ID.
• Availability — Switch between Available and Busy. When you are Busy, inbound phone calls are not sent to your device.
• Logout — End your session; you must sign in again to continue.

Notifications

Notifications surface inbound phone calls, messages, and voicemails. Tapping a notification opens the right screen so you can act quickly.

Troubleshooting

When you cannot log in

• Confirm you chose the correct Salesforce environment (Production, Sandbox, or Custom Domain).
• Verify your username and password.
• Check that your network connection is stable.
• Close and reopen the app, then try again.

When phone calls fail or drop

• Check your internet connection (Wi-Fi or cellular).
• Set availability to Available.
• Confirm the destination is not blocked by compliance (DNC, calling hours, or blocked numbers).
• Wait a few moments and try again if the problem continues.

When messages do not send

• Confirm the phone number is valid and can receive SMS.
• Check whether the contact opted out of messaging.
• Check your network connection.
• Try sending the message again.

When notifications do not arrive

• Enable notifications for the app in device settings.
• Confirm you allowed notification permissions when prompted.
• Confirm the device is online.