Before you can install Connect, you must ensure that you have the following items from NewVoiceMedia:
- One or more NewVoiceMedia licenses for Connect agents
- Make Call API
- Client ID
- Security token
You must also have one or more agent telephones with direct dial-in (DDI) capability, and a Salesforce Org with .
You must install and configure the latest version of ContactWorld installed and linked to a live ContactWorld accountin your Salesforce org. For information on about installing and configuring the latest version of ContactWorld in Salesforce and linking to a ContactWorld account, see Installing ContactWorld into Salesforce and Linking ContactWorld to a Salesforce accountConfiguring ContactWorld in Salesforce. You must configure the following optional features:
- Call logging in task records. For information about configuring call logging in task records, see Configuring page layouts for adding and displaying call notes.
- Salesforce record display and popping. For information about configuring Salesforce record display and popping, see Configuring advanced popping.