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To import a call center definition fileconfigure the call center after installing Vonage Contact Center into Salesforce for the first time, perform the following steps:
Create a new XML file with the following content:
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<callCenter>
<section sortOrder="0" name="reqGeneralInfo" label="General Information">
<item sortOrder="0" name="reqInternalName" label="InternalName">ContactWorld</item>
<item sortOrder="1" name="reqDisplayName" label="Display Name">ContactWorld in Salesforce</item>
<item sortOrder="2" name="reqAdapterUrl" label="CTI Adapter URL">https://cloud***.contact-world.net/CallCentre/ServiceCloud/AgentInterface?newlogin=true</item>
<item sortOrder="3" name="reqUseApi" label="Use CTI API">true</item>
<item sortOrder="4" name="reqSoftphoneHeight" label="Softphone Height">*height*</item>
<item sortOrder="5" name="reqSoftphoneWidth" label="Softphone Width">202</item>
<item sortOrder="6" name="reqSalesforceCompatibilityMode" label="salesforceCompatibilityMode">*interface*</item>
</section>
</callCenter> |
Make the following modifications:
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Replace ***
for the item labelled CTI Adapter URL
with the correct cloud number for your organisation
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Replace *interface*
for the item labelled salesforceCompatibilityMode
, depending on which Salesforce interface or interfaces you want to use ContactWorld with. Choose one of the following values:
Classic
Lightning
Classic_and_Lightning
Replace *height*
for the item labelled Softphone Height
with the number of pixels ContactPad requires to display correctly.
If you are using the Salesforce Classic interface, replace *height*
with 400.
If you are using the Salesforce Lightning interface, replace *height*
with 440.
Note |
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If you are using both interfaces, replace *height* with 440. You will see a small amount of white space at the bottom of ContactPad in Classic apps. |
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Go to Setup in Salesforce.
- On the left-hand side of the Salesforce window, in the search box, type 'Call Centers'. Call Centers appears below the search box.
- Click Call Centers. All Call Centers appears.
Click the Vonage Contact Center in Salesforce call center.
- Click Edit.
When you first install Vonage Contact Center into Salesforce, the item labelled CTI Adapter URL contains
https://***.cc.vonage.com/CallCentre/ServiceCloud/AgentInterface
. Replace *** with the correct subdomain for your region:
For example, if you are in the EMEA region, set CTI Adapter URL toInsert excerpt _ExcerptVCCRegions _ExcerptVCCRegions nopanel true https://emea.cc.vonage.com/CallCentre/ServiceCloud/AgentInterface
.Info Optionally, add the account parameter to the URL to specify the account you want to log in to. This will ensure that account-specific single sign-on options are available. For example,
https://emea.cc.vonage.com/CallCentre/ServiceCloud/AgentInterface?account=myVCCaccount
.- Click Save.