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How do I reconfigure ContactWorld in Salesforce for disaster recovery?

Sometimes, usually for disaster recovery, you will need to migrate your ContactWorld account to an alternative node. The following table contains ContactWorld's primary and secondary nodes.

In most cases you will migrate from your primary to your secondary node. For example, if you usually access ContactWorld on cloud11, you will migrate to cloud8. NewVoiceMedia will notify you when you need to migrate your account and which node you need to migrate your account to.

The following steps refer to cloudA and cloudB in place of specific primary and secondary nodes.

To configure your ContactWorld to use Cloud11 an alternative node in Salesforce, perform the following steps:

1. Go to Setup in Salesforce.
   
2. On the left-hand side of the Salesforce window, clickclick Customize Customize | Home Call Center | Home Page ComponentsCall Centers. Home Page ComponentsAll Call Centers appears.

3. Locate the custom component with the label ContactWorld. If you cannot see this custom component, go to step 11. To the left of the itemContactWorld for Salesforce, click Edit. Edit Custom Components appears.

   Click Show HTML. Change sfc8 to sfc11 in the HTML code

    ContactWorld for Salesforce appears in edit mode.

4. In CTI Adapter URL change cloudA to cloudB. Click Save.
5. On the left-hand side of the Salesforce window, click Develop | Custom Settings. Custom Settings appears.

6. Locate the item with the label ContactWorld Agent Interface URI and the namespace prefix NVMContactWorld. To the left of the item, click Manage. Any existing settings appear.

7. If any of the existing settings use cloud8, edit the settings, change cloud8 to cloud11, and save your changes.
8. In the expanded list of items on the left-hand side of the Salesforce window, click Custom Settings. Custom Settings appears.

9. Locate the item with the label ContactWorld Settings Settings and the namespace prefix NVMContactWorld. To the left of the item, click Manage. Any existing settings appear.

10. If any of the existing settings use sfc8sfcA or cloudA, edit the settings, change sfc8 to sfc11sfcB or cloudB, and save your changes.
11. On the left-hand side of the Salesforce window, click Customize | Call Center | Call Centers. All Call Centers appears.To the left of ContactWorld for Salesforce, click Edit. ContactWorld for Salesforce appears in edit mode.
12. In CTI Adapter URL change cloud8 to cloud11. Click Save.
13. On the left-hand side of the Salesforce window, click Security Controls | Remote Site Settings. All Remote Sites appears appears.
14. Click If you do not have a remote site already set up for cloudB, click New Remote Site. Remote Site Edit appears appears.

15. Provide the following information:

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1. • in Remote Site Name, type

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1. • CloudB

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1. • in Remote Site URL,

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1. • type https://

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1. • cloudB.contact-world.net/

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1. Click Save.

You have now configured reconfigured ContactWorld in Salesforce for Cloud11.If you use Call Recording Linksto use an alternative node.

Reconfiguring access to call recordings

If you have either added a call recording link field or call recording player to task page layouts, you must also reconfigure call recordingthese features.

To reconfigure the call recording link field, perform the following steps:

1. Go to Setup in Salesforce.
   
2. On the left-hand side of the Salesforce window, click Customize | Activities | Activity Custom Fields. Activity Fields appears.

3. To the left of the field with the label Call Recordingrecording link, click Edit. Call Recording appears recording link appears in edit mode.

4. In the advanced formula field, change cloudA to cloudB. Click Save.

To reconfigure the embedded call recorder, perform the following steps:

1. Go to Setup in Salesforce.
   
2. On the left-hand side of the Salesforce window, in the Build section, expand Develop.
3. In the expanded list of items, click Visualforce Pages. Visualforce Pages appears.
4. To the left of the page with the label Embed Player, click Edit. Embed_Player appears in edit mode.
5. Change cloud8 to cloud11In the Visualforce Markup area, change cloudA to cloudB. Click Save.

You have now configured Call Recording in ContactWorld in Salesforce to use cloud11.reconfigured access to call recordings in ContactWorld on an alternative node.

Reconfiguring Connect

If you use a version of Connect before 1.68, you must also reconfigure CW Connect. To reconfigure CW Connect, perform the following steps:

1. Go to Setup in Salesforce.
2. On the left-hand side of the Salesforce window, click Develop | Custom Settings. Custom Settings appears.

3. Locate the item with the label Settings and the namespace prefix NVMConnect. To the left of the item, click Manage. Any existing settings appear.

4. If any of the existing settings use cloud8cloudA, edit the settings, change cloud8 cloudA to cloud11, cloudB and save your changes.

You have now configured Connect to use cloud11reconfigured Connect to use an alternative node.

Reconfiguring Salesforce1

If you use Salesforce1, you must also reconfigure Salesforce1. To reconfigure Salesforce1, perform the following steps:

1. Go to Setup in Salesforce.
2. On the left-hand side of the Salesforce window, click Develop | Custom Settings. Custom Settings appears.

3. Locate the item with the label Settings and the namespace prefix NVMContactWorld. To the left of the item, click Manage. Any existing settings appear.

4. If any of the existing settings use cloud8cloudA, edit the settings, change cloud8 to cloud11cloudA to cloudB, and save your changes.

You have now reconfigured Salesforce1 to use an alternative node.