When you install version 3.0 or later of Connect, you will have a new home page component in your organisation. This component enables agents to make the calls assigned to them.
To show the component, perform the following steps:
- Go to the Administration Setup Page in Salesforce.
- On the left-hand side of the Salesforce window, in the Build section, expand Customize and then Home.
In the expanded list of items, click Home Page Components.
Home Page Components appears. You should see a new custom component called ContactWorld Connect. If the component is not showing, check that the correct package has been installed successfully.
In the expanded list of items, click Home Page Layouts.
Home Page Layouts appears. You should see one or more page layouts.
- Click Edit next to the layout you want to add the component to. Edit Home Layout appears.
To add the Connect component to the layout, click ContactWorld Connect, and then click Next.
Edit Home Layout appears.
To reorder the components, click ContactWorld Connect.
Use the arrow buttons to move the component up or down. We recommend moving the Connect component to the top of the list so that it appears directly below ContactPad.
- Click Save. If you want to create different configurations for different users, you must create different page layouts and assign them to different profiles. For more information, please see Salesforce help.
To make this component visible in all pages, on the left-hand side of the Salesforce window, in the Build section, expand Customize and then click User Interface.
User Interface appears.
- Click Show Custom Sidebar Components on All Pages. Click Save.
The new Connect component now appears in the left sidebar on any object page.
