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Section
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Info
titleAdding Service Cloud app

Before adding the Connect console component to a Salesforce Console, such as the Service Cloud, you must have already added the appropriate app. For information about adding the Service Cloud app, see Adding the Service Cloud app.

If you are not using a Salesforce console, such as Service cloud, you can simply add the provided home page component to applicable home pages. For information about adding Connect to your home pages, see Adding Connect to your home pagea non-console app in Salesforce Classic.

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.

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Page Tree
rootConfiguring Connect

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  1. Go to the Administration Setup Page in Salesforce.
  2. On the left-hand side of the Salesforce window, in the Build section, expand Customize and then Console.
  3. Click Custom Console Components. Custom Console Components appears.
  4. Click New.

  5. Enter the following information:

    Section
    Column
    width60%
    FieldDescriptionValue
    NameThe unique name of the button.Connect
    Button NameThe name that appears on the button.Connect
    Button Width (Pixels)The width of the button.100
    ComponentThe Visualforce page that defines the component.Visualforce Page: DiallerNavigation
    Width (Pixels)The width of the component.200
    Height (Pixels)The height of the component.100
    Fixed WidthDetermines whether the width is fixed.Selected
    Fixed HeightDetermines whether the height is fixed.Selected
    Column
    width40%

    Custom Console Component

  6. Click Save.
  7. On the left-hand side of the Salesforce window, in the Build section, expand Create.
  8. Click Apps. Apps appears.
  9. Locate Service Cloud, and click Edit. Service Cloud appears in edit mode.
  10. Scroll down to Choose Console Components section. Click Connect in the Available Items list, and click Add to move the component to Selected Items.
  11. Click Save.

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