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.
| Note |
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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. |
Printable version of the checklist: ConfiguringAdvancedFeaturesforContactWorldinSalesforce.pdf
Optional tasks
Integrate ContactWorld with Salesforce1
You can use ContactWorld version 1.9 onwards with Salesforce1. For information about integrating ContactWorld with Salesforce1, see Integrating ContactWorld with Salesforce1.
Integrate with Salesforce Omni-Channel
If enabled for your account, you can integrate your ContactWorld agents' states with Salesforce Omni-Channel's presence statuses to ensure the work is routed to the agents effectively. For information about integrating with Salesforce Omni-Channel, see Integrating with Salesforce Omni-Channel.
Configure advanced popping
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