Page Comparison

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• Agents
  • Make calls
  • Receive calls
  • Log calls (including taking notes)
• Supervisors
  • All agent tasks
  • Automate callback numbers for Click to dial. For information about automating callback numbers for Click to dial, see Automating callback numbers for Click to dial.
  • Automate call recording for outbound calls. For information about automating call recording for outbound calls, see Automating call recording for outbound calls.
• A single API user
  
  • Read all Salesforce data
  • Write Vonage Contact Center data to Salesforce

  Info
  Vonage Contact Center uses the API user account to read and write data on your Vonage Contact Center account's behalf. For example, if you have a Data Connector applet configured to retrieve Salesforce data, Vonage Contact Center will use the API user's permissions to perform this task.

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  _ExcerptAPIUserMFA _ExcerptAPIUserMFA nopanel true

When you have created your users, you must assign appropriate permissions. For information about these settings, see the Permissions sets (all users) section later in this page. You must also perform some additional tasks for agents and apply additional settings to the API user. For more information, see the the Additional steps (agents only) and  and Additional settings (API user only) sections later in this page.

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PermissionSets PermissionSets

Permission sets (all users)

To enable users to perform the appropriate Vonage Contact Center-related tasks for their type in Salesforce, you must assign appropriate permissions to the users. We recommend assigning the following permission sets to the users.

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Your API user also requires:

• A Salesforce license

  Note
  We do not recommend that your agent uses a Salesforce Platform license. Some features may not work with this license.

  
  

• Unrestricted login hours
• Unrestricted IP addresses
• The following permissions:
  • The Edit Tasks permission.
  • If you need to query users, your API user needs the View All Users permission.
  • If your org uses a Private sharing model, your API user needs the View All Data permission.
  • If you use the Data Connector applet to insert records in Salesforce, your API user needs the Modify All Data permission.

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