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When you have installed Connect into your host Salesforce Org, you must perform several configuration tasks before you start using it.

As you configure connect, refer to this checklist to ensure that you complete all the required tasks. We recommend that you complete the tasks in the order presented.

Printable version of the checklist: ConfiguringConnect.pdf

Must-do tasks

For new installations, to prepare all versions of Connect you must perform the following tasks:

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To configure the callback number presented to the person an agent is calling, you must create an Apex class that implements the NVMContactWorld.ISelectPresentedClid interface. For information about this feature, see Automating callback numbers in Connect.

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