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You must assign these permission sets to your supervisors and agents respectively. For information about applying permission sets, see Assign Permission Sets to a Single User (Salesforce help) and Assign a Permission Set to Multiple Users (Salesforce help).
For information about the settings in the provided permission sets, see Connect Supervisor and Connect Agent permission sets.
Note | ||
---|---|---|
Object | Field | API Name |
Interaction Event (NVMContactWorld__InteractionEvent__c) | ||
Related To | RelatedTo__c | |
Is Pre Call Event | IsPreCallEvent__c | |
Agent | Agent__c | |
IndexedCallObjectIdentifier | IndexedCallObjectIdentifier__c | |
Type | Type__c | |
Interaction Event Note (NVMContactWorld__InteractionEventNote__c) | Event | Event__c|
Note | ||
You must additionally assign the ContactWorld Agent permission set to your supervisors and agents to ensure that they have adequate permissions to make and receive calls using ContactWorld in Salesforce. For information about setting up ContactWorld agents in Salesforce, including assigning the ContactWorld Agent permission set, see Setting up NewVoiceMedia agents in Salesforce. |