Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 7 Next »

If you want to use ContactPad in any of your Salesforce Lightning Experience apps, you must add ContactPad to those apps.

Progress
Unable to render {children}. Page not found: Configuring ContactWorld in Salesforce.

To add ContactPad to Lightning apps, perform the following steps:

  1. Go to App Manager within Setup in Salesforce.
  2. Locate the Lightning app you want to add ContactPad to, click the arrow on the right-hand side and click Edit. Edit App appears.
    Edit Lightning app
  3. Click UTILITY BAR and then click Add. A new drop-down will appear.
  4. Click Open CTI Softphone. Choose a label and icon. Set the panel to 200px by 400px and click Save.
    Add Open CTI Softphone
  5. Click Save and then click Done.

When you go to the app, ContactPad appears in the lower-left corner.

ContactPad in Salesforce (Lightning)

Repeat for any additional apps.

  • No labels