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What are the prerequisites for installing Advanced Reporting and Statistics into Salesforce?

Before you can install Advanced Reporting and Statistics into Salesforce, you must perform the following tasks:

  • Install and configure NewVoiceMedia in your Salesforce org. For information about installing and configuring NewVoiceMedia in Salesforce, see Installing Vonage Contact Center into Salesforce and Configuring Vonage Contact Center in Salesforce.
  • Obtain the following items from NewVoiceMedia:
    • URL of the Advanced Reporting and Statistics installation package for Salesforce
    • Password for the Advanced Reporting and Statistics installation package for Salesforce
  • Ensure that you have enough storage available for data you intend to pull in from NewVoiceMedia. For information about calculating storage requirements, see Calculating storage requirements.

How do I install Advanced Reporting and Statistics into Salesforce?

To install Advanced Reporting and Statistics into Salesforce, perform the following steps:

  1. Log into the host Salesforce Org.

  2. Open the URL that NewVoiceMedia provides you in a new tab in the same browser in which you are logged into Salesforce. The installation page appears.

  3. In the field labelled This app is password protected., type the password that NewVoiceMedia provides you.

    Click Install for Admins Only, Install for All Users, or Install for Specific Profiles as appropriate. Click Install.

    If you are performing a first-time install, you may be prompted to approve access to the remote sites that hosts the NewVoiceMedia Stats API. Check the details and grant access. Click Continue.

    The installation starts. You receive an email when the installation is complete.

  4. Configure Advanced Reporting and Statistics to collect data for your accounts; see Configuring Advanced Reporting and Statistics and Configuring Conversation Analyzer in Salesforce.

How do I configure Advanced Reporting and Statistics?

After installing the package, you must configure Advanced Reporting and Statistics to fetch statistics from your NewVoiceMedia account.

For information about configuring Advanced Reporting and Statistics, see Configuring Advanced Reporting and Statistics.

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