If you are upgrading NewVoiceMedia Vonage Contact Center to the latest version from a version of prior to 16.100, you must perform the following tasks before installing NewVoiceMediaVonage Contact Center.
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This task is optional, but useful when adding multiple users to permission sets, especially if you have Salesforce users that do not use NewVoiceMediaVonage Contact Center.
- Go to Setup in Salesforce.
- On the left-hand side of the Salesforce window, in the Quick Find field, type 'Users'.
- In the filtered list of items, click Users. All Users appears.
- Click Create New View.
- In Step 1, provide an appropriate name for the view, such as NVM Users.
In Step 2, specify the following filter criteria:
Criteria Field Operator Value 1 NVM Agent Id Not Equal To 2 Active Equals True In Step 3, select NVM Agent Id and any other fields you want.
- Click Save.
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