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- Register a custom domain for Salesforce to enable the LogACall and CallNotesViewer components. For information about registering a custom domain, see Salesforce help. Make sure you deploy to users when you receive confirmation from Salesforce that your domain is registered.
- Add the NewVoiceMedia LogACall Lightning Component to the page layout of appropriate Salesforce objects or to the utility bar to ensure that agents can add call notes during a call. For information about adding the component, see Adding the LogACall Lightning component to a page layout and Adding the LogACall Lightning component to the utility bar.
- Add the NewVoiceMedia CallNotesViewer Lightning Component to the page layout of Salesforce tasks to ensure that agents can view call notes after the call. For information about adding the component, see Adding the CallNotesViewer Lightning component to the task page layout.
- Customize the Log a Call area (optional). For information about customizing this area, see Customizing the Log a Call area.
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