When you have configured your Vonage Contact Center 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 Vonage Contact Center in Salesforce, see Configuring Vonage Contact Center in Salesforce.
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| If you want to customize your installation beyond the features described, you must proceed with caution. Some changes can stop Vonage Contact Center working as intended. For information about safely customizing Vonage Contact Center and Salesforce, see Customizing Vonage Contact Center and Salesforce features after integrating Vonage Contact Center. |
Printable version of the checklist: ConfiguringAdvancedFeaturesforVonage Contact CenterinSalesforce.pdfConfiguring Vonage Contact Center in Salesforce (optional tasks)
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 Vonage Contact Center features in Salesforce.
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Configure Conversation Analyzer in Salesforce
If enabled for your account, Conversation Analyzer enriches the call recording player experience. For information about configuring the Conversation Analyzer in Salesforce, see Configuring the Conversation Analyzer feature in Salesforce.
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If enabled for your account, you can create many NVM VCC users at the same time from within Salesforce. Creating the users from Salesforce automatically links these new NVM VCC users to your existing users; you do not need to manually link them. The process creates the new NVM VCC users using an existing user as a template. The new users share the template user's settings (skills, groups, permissions, and so on). You no longer need to manually assign permissions or skills, or add the users to groups when you create the users. For information about creating NVM VCC user accounts for existing Salesforce users, see Creating Vonage Contact Center user accounts for existing Salesforce users.
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