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You can use Vonage Contact Center with the Salesforce Mobile App. To integrate Vonage Contact Center with the Salesforce Mobile App, perform the following tasks:

  • You must ensure that you can see the correct version of Salesforce in a mobile device. If you see the desktop version of Salesforce, see Enabling Vonage Contact Center in the Salesforce Mobile App for mobile devices.
  • You must add a button to the required Salesforce object page layouts. This button provides Vonage Contact Center functionality in the mobile version of Salesforce. For information about adding the button, see Adding a button to use Vonage Contact Center in the Salesforce Mobile App on a mobile device.
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Enabling Vonage Contact Center in the Salesforce Mobile App for mobile devices

To use Vonage Contact Center in the Salesforce Mobile App on a mobile device, you must enable the Salesforce Mobile App mobile browser app for your Salesforce org. If you see the desktop version of Salesforce in a mobile device, follow the steps described in Salesforce help (Salesforce help).

You can now use Vonage Contact Center in the Salesforce Mobile App on a mobile device. For information, see Using Vonage Contact Center in the Salesforce Mobile App on your mobile device.

Adding a button to use Vonage Contact Center in the Salesforce Mobile App on a mobile device

To make use of Vonage Contact Center features in the Salesforce Mobile App you need a NVM Call button that the agent taps to make a call. You can add a NVM Call button to any standard Salesforce object—Contact, Lead, Case, and so on.

To add a NVM Call button to page layouts, perform the following steps, which use the Contacts page layouts as an example:

  1. Go to your Contact object's Page Layouts within Setup in Salesforce.

  2. Click Edit alongside the page layout to which you want to add the button. The page layout appears in edit mode.

  3. In the top section, click Mobile & Lightning Actions. The actions available to be added to the page appear.

    If you cannot see Mobile & Lightning Actions, you must enable publisher actions. For information about enabling publisher actions, see Enabling publisher actions.

    Drag the NVM Call action down to the Publisher Actions area. The action appears alongside the other available actions.

  4. Click Save. The page layout is saved. Repeat steps 4-6 for all Contacts page layouts to which you want to add the NVM Call button.

Enabling publisher actions

You must enable publisher actions to add an available action or actions to Contact page layouts.

To enable publisher actions, perform the following steps:

  1. Go to the Administration Setup Page in Salesforce.
  2. On the left-hand side of the Salesforce window, in the App Setup or Buildsection, expand Customize and then Chatter.
  3. In the expanded list of items, click Settings. Chatter Settings appears.
  4. Click Edit. Chatter Settings appears in edit mode.
  5. In the Publisher Actions section at the bottom of the page, click the Enable Publisher Actions check box.
  6. Click Save. You can now add publisher actions to your Contact page layouts.

For more information about Salesforce publisher actions, see Publisher Actions Implementation Guide.

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