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To use VCC in the Salesforce Mobile App on a mobile device, you must enable the Salesforce Mobile App mobile browser app for your Salesforce org. If you agents see the desktop version of Salesforce in a mobile device, follow the steps described in Salesforce help (Salesforce help).
You can Agents can now use VCC in the Salesforce Mobile App on a mobile device. For information, see Using Vonage Contact Center in the Salesforce Mobile App on your mobile device.
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- Go to Visualforce Pages within Setup in Salesforce
- Click New.
- Provide a label and a unique name for this custom page.
- Check the checkbox Available for Lightning Experience, Experience Builder sites, and the mobile app.
Paste the following Visualforce markup into the editor:
Code Block language xml linenumbers true <apex:page docType="html-5.0" title="Dial Opportunity using ContactWorld" standardController="Opportunity" standardStylesheets="false" sidebar="false" showHeader="false" showChat="false"> <NVMContactWorld:NVMCall SObjectToCall="{!opportunity.Account}" SObjectToLink="{!opportunity}" /> </apex:page>
Note title standardController, SObjectToCall and SObjectToLink attributes The
standardController
attribute is set to Opportunity. You can change this to the controller for the object you agents wish to call. For more information, see Associating a Standard Controller with a Visualforce Page (Salesforce help).In this example, the phone fields from the related Account record are dialable, but the task will be linked to the opportunity. You can set the
SObjectToCall
andSObjectToLink
attributes to reference the records that fit your agents' requirements. For more information, see Accessing Data with a Standard Controller (Salesforce help).- Click Save.
- Go to your Opportunity object in Object Manager in Setup.
- Go to Buttons, Links and Actions.
- Click New Action.
Enter the following information:
Field Value Action Type Custom Visualforce Visualforce Page Select the page you created in steps 3-6 Height 250px Standard Label Type --None-- Label Type a label for the action, for example, NVM Call. Name Type a unique name for this action. - Click Save
- Now follow the instructions in the section Adding a button to use Vonage Contact Center in the Salesforce Mobile App on a mobile device. In step 3, drag the new action you created here.
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