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
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From ContactWorld version 2.8.3 in Salesforce, if enabled for your account, you can create a custom rule that determines whether ContactWorld records a call. For information about automating call recording, see Automating call recording for outbound calls based on the outbound numberusing Apex.
Add an Activities tab
By default, activity records are listed within the Activity History section in the related Salesforce objects. For information about adding an Activities tab that displays all activities, see Adding an Activities tab.
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