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  • You must ensure that you can see the correct version of Salesforce in a mobile device. If you see the desktop version of Salesforce, see Enabling Vonage Contact Center in the Salesforce Mobile App for mobile devices.
  • You must add a button to the required Salesforce object page layouts. This button provides Vonage Contact Center functionality in the mobile version of Salesforce. For information on about adding the button, see Adding a button to use Vonage Contact Center in the Salesforce Mobile App on a mobile device.
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  1. Go to your Contact object's Page Layouts within Setup in Salesforce.
  2. Click Edit alongside the page layout to which you want to add the button. The page layout appears in edit mode.

  3. 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.

  4. 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.

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  1. Go to the Administration Setup Page in Salesforce.
  2. On the left-hand side of the Salesforce window, in the App Setup or Buildsection, expand Customize and then Chatter.
  3. In the expanded list of items, click SettingsChatter Settings appears.
  4. Click Edit. Chatter Settings appears in edit mode.
  5. In the Publisher Actions section at the bottom of the page, click the Enable Publisher Actions check box.
  6. Click Save. You can now add publisher actions to your Contact page layouts.

For information on adding a NVM Call publisher action button to your Contact page layouts, see 230570342. For more information on about Salesforce publisher actions, see Publisher Actions Implementation Guide.