When you have configured your ContactWorld and Salesforce integration, you can optionally further customize your installation by configuring some or all of the following advanced features. For information about the essential configuration steps for ContactWorld in Salesforce, see Configuring ContactWorld in Salesforce.
As you configure advanced features for your ContactWorld and Salesforce integration, refer to this checklist to ensure that you complete all the required tasks. We recommend that you complete the tasks in the order presented.
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| If you want to customize your installation beyond the features described, you must proceed with caution. Some changes can stop ContactWorld working as intended. For information about safely customizing ContactWorld and Salesforce, see Customizing ContactWorld and Salesforce features after integrating ContactWorld. |
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For information about populating the Due Date field on task records, see Populating the Due Date field on task records.
Enable agents to relate calls to multiple Salesforce records*
For information, see Enabling an agent to relate a call to multiple records.
Custom settings
To configure some of the optional features, you must configure some custom settings. These optional features are indicated by an asterisk (*). For information about configuring custom settings, see Configuring custom settings for optional ContactWorld features in Salesforce.
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