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Enabling NewVoiceMedia in the Salesforce Mobile App for mobile devices
To use NewVoiceMedia in the Salesforce Mobile App on a mobile device, you must enable the Salesforce Mobile App mobile browser app for your Salesforce org. If you see the desktop version of Salesforce in a mobile device, follow the steps described in Salesforce help (Salesforce help).
You can now use NewVoiceMedia in the Salesforce Mobile App on a mobile device. For information, see Using NewVoiceMedia Vonage Contact Center in the Salesforce Mobile App on your mobile device.
Adding a button to use NewVoiceMedia in the Salesforce Mobile App on a mobile device
To make use of NewVoiceMedia features in the Salesforce Mobile App you need a NVM Call button that the agent taps to make a call. You can add a NVM Call button to any standard Salesforce object—Contact, Lead, Case, and so on.
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- Go to your Contact object's Page Layouts within Setup in Salesforce.
Click Edit alongside the page layout to which you want to add the button. The page layout appears in edit mode.
In the top section, click Actions. The actions available to be added to the page appear.
Note If you cannot see Actions, you must enable publisher actions. For information about enabling publisher actions, see Enabling publisher actions.
Drag the NVM Call action down to the Publisher Actions area. The action appears alongside the other available actions.
- Click Save. The page layout is saved. Repeat steps 4-6 for all Contacts page layouts to which you want to add the NVM Call button.
Enabling publisher actions
You must enable publisher actions to add an available action or actions to Contact page layouts.
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