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When you install version 3.0 or later of Connect, you will have a new home page component in your organisation. You must make this component available to enable agents to make calls assigned to them. For information about adding Connect to your home page, see Adding Connect to your home pagea non-console app in Salesforce Classic.
3. Add Connect to Service Cloud
To use Connect in a Salesforce console, you must first create a new custom console component, and then add the component to the console. Using this component, agents can make calls in console mode. For information about creating and adding the component, see Adding Connect to Service Clouda console app in Salesforce Classic. If you do not use a Salesforce console, you can skip this task.
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To enable you to create Dial Lists from selected objects in a list view, you must add a Create Dial List button to the list view or list views. Firstly you must create the button and then you must add it to the list view or list views. For information about creating a Create Dial List buttons and adding the button to a list view or list views, see Setting up a Create Dial List button.
6. Add custom buttons to Dial List list views
Using Connect, you can upload a Dial List from a CSV file or create a Dial List from a report. To use these features, you must add two buttons to the Dial List Lists View. For information about adding the buttons, see Adding a custom button to a Dial List list view.
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