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The following information describes configuration required for Salesforce Lightning Experience users. If you, or your users, are using Salesforce Classic, see Configuring page layouts for adding and displaying call notes in Salesforce Classic. You might need to configure for both experiences if you have users in your org who can switch between them.

Compatibility mode

Ensure that Vonage Contact Center is compatible with Salesforce Lightning Experience. For information about enabling Vonage Contact Center to work in Salesforce Lightning Experience, see Enabling Vonage Contact Center to work in Salesforce Classic, Salesforce Lightning Experience, or both.

To enable agents to add and view notes, perform the following tasks:

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