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When you have installed NewVoiceMedia into your host Salesforce Org, you must perform several configuration tasks before you start using it. For information about installing NewVoiceMedia into Salesforce, see Installing Vonage Contact Center into Salesforce.

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Printable version of the checklist: ConfiguringNewVoiceMediainSalesforce.pdf

Must-do tasks

For new installations, to prepare all versions of NewVoiceMedia in Salesforce you must perform the following tasks:

Image Modified1. Configure your Salesforce call center to use NewVoiceMedia in your region

Configure the installed call center to use the correct CTI adapter for your region. For information about configuring your Salesforce call center, see Configuring your Salesforce call center to use NewVoiceMedia in your region.

Image Modified2. Set up NewVoiceMedia users in Salesforce

Enable NewVoiceMedia users to use NewVoiceMedia in Salesforce. For information about enabling NewVoiceMedia users to use NewVoiceMedia in Salesforce, see Setting up Vonage Contact Center users in Salesforce.

Image Modified3. Link NewVoiceMedia to a Salesforce account

To make and receive calls using NewVoiceMedia in Salesforce, you link NewVoiceMedia to a Salesforce user account. For information about linking NewVoiceMedia to a Salesforce account, see Linking Vonage Contact Center to a Salesforce account.

Image Modified4. Add ContactPad to Lightning Experience apps

If you are using Salesforce Lightning Experience and what to use ContactPad in a Lightning enabled app, you must add ContactPad to that app. For information about adding ContactPad to Lightning enabled apps, see Adding ContactPad to Lightning Experience apps.

Optional tasks

You can optionally further customize your installation of NewVoiceMedia for your organization by configuring advanced features. For information about configuring advanced features for NewVoiceMedia in Salesforce, see Configuring Vonage Contact Center in Salesforce (optional tasks).

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