Connect setup overview

Notes:

1. Request Connect password from NewVoiceMedia.
2. Request that NewVoiceMedia enable the following features:
   • Click to dial
   • CCXML

3. Install the latest version of Connect. For information on installing Connect, see Installing Connect.

4. Configure Connect:
   1. Enable agents to use Connect. For information on enabling agents to use Connect, see Enabling an agent to use Connect.
   2. Create a Create Dial List button and add the button to required list views. For information on creating and adding a button, see Setting up a Create Dial List button.
   3. Add home page or console components. For information about adding components, see Adding Connect to a non-console app in Salesforce Classic and Adding Connect to a console app in Salesforce Classic.
   4. Add Dial list info action to page layouts. For information about adding the Dial list info action, see Adding Dial List description to page layout.
5. Create Dial Lists. For information on creating Dial Lists, see Creating a Dial List. Edit the Dial Lists you create, ensuring that you include the following changes:
   
   1. Choose the dialing mode.
   2. Assign users.
   3. Activate the Dial List.
   For information on editing Dial Lists, see Editing a Dial List.
6. Use Connect to make calls:
   1. Update Salesforce user record with call notes. For information on adding call notes, see Adding notes during a call in Connect.
   2. Set call outcome. For information on setting the call outcome, see Setting disposition codes in Connect.
   3. Complete the call. For information on completing the call, see Completing a call.