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When you have configured your ContactWorld Vonage Contact Center and Salesforce integration, you can optionally further customize your installation by configuring some or all of the following advanced features. For information about the essential configuration steps for ContactWorld Vonage Contact Center in Salesforce, see Configuring ContactWorld in Salesforce.As you configure advanced features for your ContactWorld and Salesforce integration, refer to this checklist to ensure that you complete all the required tasks. We recommend that you complete the tasks in the order presentedVonage Contact Center in Salesforce.

Printable version of the checklist: ConfiguringAdvancedFeaturesforContactWorldinSalesforce.pdf

Optional tasks

Integrate ContactWorld with Salesforce1

You can use ContactWorld version 1.9 onwards with Salesforce1. For information about integrating ContactWorld with Salesforce1, see Integrating ContactWorld with Salesforce1.

Image RemovedConfigure advanced popping

From version 2.4 of ContactWorld in Salesforce, if enabled for your account, you can configure advanced popping features using Salesforce SoftPhone layouts. For information about advanced popping, see Configuring advanced popping.

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Custom settings

To configure some of the optional features, you must configure some custom settings. These optional features are indicated by an asterisk (*). For information about configuring custom settings, see Configuring custom settings for optional Vonage Contact Center features in Salesforce.

Optional tasks

Image AddedAdd an Activities tab (Salesforce Classic only)

By default, activity records are listed within the Activity History (Salesforce Classic) or Past History (Salesforce Lightning Experience) sections in their related Salesforce objects. If you are using Salesforce Classic, you might want to add an Activities tab to help you locate all activities in a view. For information about adding an Activities tab that displays all activities, see Adding an Activities tab.

Image AddedAutomate callback numbers for Click to dial*

From ContactWorld version 2.4 in Salesforce, if If enabled for your account, you can configure ContactWorld Vonage Contact Center to dynamically select a callback number. For more information about automating callback numbers, see Automating callback numbers for Click to dial.

Image RemovedConfigure pages to display call notes*

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Image AddedAutomate call recording for outbound calls*

If enabled for your account, you can configure Vonage Contact Center to automatically record outbound calls. For more information about automating call recording, see Automating call recording for outbound calls.

Image AddedConfigure call logging in task records*

If enabled for your account, you can configure pages and console apps so that agents can add notes to a task record from within an open Salesforce object. For information about configuring pages, see Configuring page layouts for adding and displaying call notescall logging in task records.

Image RemovedConfigure an automatic post to the Chatter feed when an agent adds notes*

Image AddedConfigure call recording annotation in Salesforce

If enabled for your account, you can configure the call recording annotation feature in Salesforce. For information about configuring Chatter feed postscall recording annotation, see Configuring posting to the Chatter feed when adding notes.

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call recording annotation in Salesforce.

Image AddedConfigure call recordings in task records*

By default, to listen to call recordings, supervisors must log in to the Call Recordings module in ContactWorld Vonage Contact Center. Alternatively, you can provide a link way for agents to access or listen to the call recording from within the related Salesforce task record. You can also enable agents to rate the quality of the call recording. For information about adding a call recording linkconfiguring call recordings in Salesforce tasks, see Adding a call recording link to Salesforce tasks.

Image RemovedEmbed a call recording player in Salesforce tasks

By default, to listen to call recordings, supervisors must log in to the Call Recordings module in ContactWorld. Alternatively, you can embed a call recording player within the related Salesforce task record. For information about embedding call recording player, see Embedding a call recording player in Salesforce tasks.

Image RemovedAdd field for scoring call quality

From ContactWorld version 2.7.4 in Salesforce, you can rate the call recording using the custom field Interaction Quality. For information about adding a field for scoring call quality, see Adding a field for scoring call quality.

Image RemovedConfigure page layouts for scheduling callbacks

From ContactWorld version 2.8.0 in Salesforce, Configuring call recordings in task records.

Image AddedConfigure Conversation Analyzer in Salesforce

If enabled for your account, Conversation Analyzer enriches the call recording player experience. For information about configuring the Conversation Analyzer in Salesforce, see Configuring the Conversation Analyzer feature in Salesforce.

Image AddedConfigure disposition codes for Vonage Contact Center in Salesforce*

If you want to enable agents to provide a disposition code for their interactions, you must create and configure a disposition code field. If the enforced disposition codes feature is enabled for your account, you can also prevent Vonage Contact Center assigning another interaction to an agent before the agent has provided a disposition code for their previous interaction. For information about configuring call recordings in Salesforce tasks, see Configuring disposition codes for Vonage Contact Center in Salesforce.

Image AddedConfigure multi-interaction routing

To use multi-interaction routing, both the multi-interaction routing and Vonage Contact Center omni-channel features must be enabled for your account. Contact your account manager if you want to enable these features for your account. You can then configure omni-channel for Vonage Contact Center by integrating with Salesforce Omni-Channel presence or Salesforce external routing. For information about configuring multi-interaction routing, see Configuring multi-interaction routing.

Image AddedConfigure Salesforce record popping

If enabled for your account, you can configure various popping features. For information about configuring popping, see Configuring Salesforce record popping in Vonage Contact Center.

Image AddedConfigure scheduled callbacks (Salesforce Classic only)

If you are using Salesforce Classic, and if enabled for the account, an agent can schedule a callback. For information about configuring this feature, see Configuring page layouts for adding scheduled callbacks.

Image RemovedConfigure an automatic post to the Chatter feed when an agent creates a callback*

For information about configuring Chatter feed posts, see Configuring posting to the Chatter feed when creating callbacks.

Image RemovedAutomate call recording for outbound calls*

From ContactWorld version 2.8.3 in Salesforce, if enabled for your account, you can create a custom rule that determines whether ContactWorld records a call. For information about automating call recording, see Automating call recording for outbound calls based on the outbound number.

Image RemovedAdd an Activities tab

By default, activity records are listed within the Activity History section in the related Salesforce objects. For information about adding an Activities tab that displays all activities, see Adding an Activities tab.

Image RemovedPopulate the Due Date field on task records*

For information about populating the Due Date field on task records, see Populating the Due Date field on task records.

Custom settings

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Image AddedCreate Vonage Contact Center user accounts for existing Salesforce users

If enabled for your account, you can create many VCC users at the same time from within Salesforce. Creating the users from Salesforce automatically links these new VCC users to your existing users; you do not need to manually link them. The process creates the new VCC users using an existing user as a template. The new users share the template user's settings (skills, groups, permissions, and so on). You no longer need to manually assign permissions or skills, or add the users to groups when you create the users. For information about creating VCC user accounts for existing Salesforce users, see Creating Vonage Contact Center user accounts for existing Salesforce users.

Image AddedIntegrate Vonage Contact Center with Salesforce1

You can use Vonage Contact Center with Salesforce1. For information about integrating Vonage Contact Center with Salesforce1, see Integrating Vonage Contact Center with the Salesforce Mobile App.

Image AddedIntegrate with Salesforce Omni-Channel

If enabled for your account, you can integrate your Vonage Contact Center agents' states with Salesforce Omni-Channel's presence statuses to ensure the work is routed to the agents effectively. For information about integrating with Salesforce Omni-Channel, see Integrating with Salesforce Omni-Channel presence.

Image AddedPost a message to the Chatter feed when an agent adds notes or creates a callback* (Salesforce Classic only)

If you are using Salesforce Classic, you can configure Vonage Contact Center to post to the Chatter feed when an agent adds notes or schedules callbacks. For information about configuring Chatter feed posts, see Posting event messages to the Chatter feed.

Image AddedProcess task creation failures

Occasionally Vonage Contact Center fails to create a task after a call, generally in Salesforce orgs running a large number of competing processes. Failing to create a task loses the information provided by the agent in the Log a Call area. If enabled for your account, Vonage Contact Center automatically retries creating the task. If this second attempt fails, you can process the task creation yourself. For information about processing task creation failures, see Processing task creation failures.