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Note |
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Users of Vonage Contact Center must have a Vonage Contact Center account before setting up an integration with Salesforce. If you are yet to sign up for a Vonage Contact Center VCC account, please visit our website newvoicemedia.com to contact our Sales department. |
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- Log into your Salesforce org and go to Service Setup in Lightning Experience.
- In Recommended Setup, click View All and click Voice Support Setup. Click Start. Voice Setup appears.
- In the list of providers, click Vonage Contact Center. Click Next then read and agree to the AppExchange terms and conditions. Click Install Package. This installs the latest version of Vonage Contact Center into Salesforce directly from the Salesforce App Exchange.
In Add Voice Services Provider Details, select your region for both CallCenter node and your Vonage Contact Center endpoint (the values for both of these settings will be the same unless instructed by your Vonage Contact Center account manager). In Account Key, type your account key. Click Next.
Expand title How do I get my account key? Panel borderColor #d4d4d4 borderStyle solid Include Page Getting your account key and API authentication token Getting your account key and API authentication token - In Who's Answering the Phone, select the Salesforce users who will be handling calls using Vonage Contact Center in Salesforce. Click Next.
Link your Vonage Contact Center account to your Salesforce org.
Expand title How do I link Vonage Contact Center to a Salesforce account? Panel borderColor #d4d4d4 borderStyle solid Include Page Linking Vonage Contact Center to a Salesforce account Linking Vonage Contact Center to a Salesforce account In Service Setup, go to Remote Site Settings. Three new remote site settings will be available: Vonage Contact Center_APAC, Vonage Contact Center_EMEA and Vonage Contact Center_NAM. Activate the remote site for your region.
Go to the Secrets Management Tab within Salesforce (Classic or Lightning). Here you will find the Account Key, provided earlier within the Setup Flow. Update your Token from Vonage Contact Centerthe VCC Admin Portal.
Expand title How do I generate my authentication token? Panel borderColor #d4d4d4 borderStyle solid Include Page Getting your account key and API authentication token Getting your account key and API authentication token Before your users can start making calls using Vonage Contact Center in Salesforce, you need to create Vonage Contact Center users in your Vonage Contact Center account.
Expand title How do I create individual users? Panel borderColor #d4d4d4 borderStyle solid Include Page Configuring individual users Configuring individual users Link the Vonage Contact Center users to your corresponding Salesforce users.
Expand title How do I link my users? Panel borderColor #d4d4d4 borderStyle solid Include Page Setting up Vonage Contact Center agents in Salesforce Setting up Vonage Contact Center agents in Salesforce
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