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To import a configure the call center definition fileafter installing NewVoiceMedia into Salesforce for the first time, perform the following steps:
Create a new XML file with the following content:
Code Block language xml theme Eclipse title CallCenterDefinitionLive.xml linenumbers true <callCenter> <section sortOrder="0" name="reqGeneralInfo" label="General Information"> <item sortOrder="0" name="reqInternalName" label="InternalName">NewVoiceMedia</item> <item sortOrder="1" name="reqDisplayName" label="Display Name">NewVoiceMedia in Salesforce</item> <item sortOrder="2" name="reqAdapterUrl" label="CTI Adapter URL">https://***.newvoicemedia.com/CallCentre/ServiceCloud/AgentInterface?newlogin=true</item> <item sortOrder="3" name="reqUseApi" label="Use CTI API">true</item> <item sortOrder="4" name="reqSoftphoneHeight" label="Softphone Height">*height*</item> <item sortOrder="5" name="reqSoftphoneWidth" label="Softphone Width">202</item> <item sortOrder="6" name="reqSalesforceCompatibilityMode" label="salesforceCompatibilityMode">*interface*</item> </section> </callCenter>
Make the following modifications:
Replace***
for the item labelledCTI Adapter URL
with the correct subdomain for your region:Insert excerpt _ExcerptNVMRegions _ExcerptNVMRegions nopanel true Replace
*interface*
for the item labelledsalesforceCompatibilityMode
, depending on which Salesforce interface or interfaces you want to use NewVoiceMedia with. Choose one of the following values:Classic
Lightning
Classic_and_Lightning
- Optionally, if you already have a call center named NewVoiceMedia (or ContactWorld), change the values of the items labelled
InternalName
andDisplay Name
, on lines 3 and 4 respectively. You cannot have more than one call center with the same name or display name. Save the file in a suitable location.Go to Setup - On the left-hand side of the Salesforce window, in the search box, type 'Call Centers'. Call Centers appears below the search box.
- Click Call Centers. All Call Centers appears.
- Click Import. Call Center Import appears.
- Click Choose File. An Open dialog box appears.
- Locate and select the call center definition XML file that you created in step 1. Click Import.
Replace *height*
for the item labelled Softphone Height
with the number of pixels ContactPad requires to display correctly.
If you are using the Salesforce Classic interface, replace *height*
with 400.
If you are using the Salesforce Lightning interface, replace *height*
with 440.
Note |
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If you are using both interfaces, replace *height* with 440. You will see a small amount of white space at the bottom of ContactPad in Classic apps. |
Go to Setup in Salesforce.
...
Click the NewVoiceMedia in Salesforce call center.
- Click Edit.
- Replace
***
for the item labelledCTI Adapter URL
with the correct subdomain for your region:Insert excerpt _ExcerptNVMRegions _ExcerptNVMRegions nopanel true - Click Save.