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To ensure that Connect can access ContactWorld, you must configure some settings in Salesforce. For information about configuring custom settings required by Connect, see Creating or editing custom settings for Connect.
2. Add Connect to
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Salesforce apps
After you install Connect, you must make Connect available to agents to use. How you make Connect available depends on whether you are using Salesforce Classic apps, Salesforce Lightning Experience apps, or both.
For information about adding Connect to your home page, see Salesforce Classic apps, see Adding Connect to a non-console app in Salesforce Classic apps.
3. Add Connect to Service Cloud
To use Connect in a Salesforce console, you must first create a new custom console component, and then add the component to the console. Using this component, agents can make calls in console mode. For information about creating and adding the component, For information about adding Connect to Salesforce Lightning Experience apps, see Adding Connect to a console app in Salesforce Classic. If you do not use a Salesforce console, you can skip this task.
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Salesforce Lightning Experience apps.
3. Add Dial List description to page layout
To make the Dial List description available to agents while making calls, you must add the description to the appropriate page layout or layouts. For information about adding the Dial List description, see Adding Dial List description to page layout.
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4. Set up Create Dial List buttons
To enable you to create Dial Lists from selected objects in a list view, you must add a Create Dial List button to the list view or list views. Firstly you must create the button and then you must add it to the list view or list views. For information about creating a Create Dial List buttons and adding the button to a list view or list views, see Setting up a Create Dial List button.
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5. Add custom buttons to Dial List list views
Using Connect, you can upload a Dial List from a CSV file or create a Dial List from a report. To use these features, you must add two buttons to the Dial List Lists View. For information about adding the buttons, see Adding a custom button to a Dial List list view.
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6. Set up users, permissions and sharing rules
For supervisors and agents to fulfill their tasks in Connect, you must give them the correct access. For information about the access they require, see Setting up users, permissions and sharing rules.
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7. Enable agents to use Connect
For information about enabling agents to use Connect, see Enabling an agent to use Connect.
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