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How do I set up a ContactWorld agent in Salesforce?

For an agent to use ContactWorld in Salesforce, you must perform the following tasks:

• Link the agent to their Salesforce user record. For information about linking an agent to their Salesforce user record, see Linking a ContactWorld agent to their Salesforce user record.

• Add the agent as a ContactWorld call center user. For information about adding an agent as a ContactWorld call center user, see Adding an agent as a call center user.

  Note
  You can alternatively add a batch of agents as call center users. For information about adding multiple agents, see Adding call center users.

  
  

• Assign the ContactWorld Agent permission set to the agent. This permission set includes all the permissions that the agent needs to perform their role as a ContactWorld agent in Salesforce. For information about assiging the permission set, see Using permission sets for ContactWorld agents in Salesforce.