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| width | 60% |
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| title | Adding Service Cloud app |
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When you install Connect, you have a new component in your organisation. This component enables agents to make the calls assigned to them.
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Before adding the Connect console component to a Salesforce Console, such as the Service Cloud, you must have already added the appropriate app. If you are notusing a Salesforce console, such as Service cloudnon-console app in Salesforce Classic, you can simply add the provided home page component to applicable home pagespage layouts. For information about adding Connect to your home pagesnon-console apps, see Adding Connect to a non-console app in Salesforce Classic. If you are using Salesforce Lightning Experience, to add Connect, see Adding Connect to Salesforce Lightning Experience apps. |
To use Connect in a
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console app, you must first create a new custom console component, and then add the component to the
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app. Using this component, agents can make calls in console mode.
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To create and then add the component, perform the following steps:
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- Go to the Administration Setup Pageto Setup in Salesforce.
- On the left-hand side of the Salesforce window, in the Build section, expand Customize and then Console.
- Click Custom Console Components. Custom Console Components appears.
- Click New.
Enter the following information:
Section Column width 60% Field Description Value Name The unique name of the button. Connect Button Name The name that appears on the button. Connect Button Width (Pixels) The width of the button. 100 Component The Visualforce page that defines the component. Visualforce Page: DiallerNavigation Width (Pixels) The width of the component. 200 Height (Pixels) The height of the component. 100 Fixed Width Determines whether the width is fixed. Selected Fixed Height Determines whether the height is fixed. Selected Column width 40% - Click Save.
- On the left-hand side of the Salesforce window, in the Build section, expand Create.
- Click Apps. Apps appears.
- Locate Service Cloud, the app you want to add Connect to and click Edit. Service Cloud appears The app appears in edit mode.
- Scroll down to Choose Console Components section. Click Connect in the Available Items list, and click Add to move the component to Selected Items.
- Click Save.
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| width | 60% |
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- The new Connect component now appears in
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- your chosen console app.
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| width | 40% |
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