Adding Service Cloud app
Before adding the Connect console component to a Salesforce Console, such as the Service Cloud, you must have already added the appropriate app.
If you are not using a Salesforce console, such as Service cloud, you can simply add the provided home page component to applicable home pages. For information about adding Connect to your home pages, see Adding Connect to a non-console app in Salesforce Classic.
To use Connect in a Salesforce console, you must first create a new custom console component, and then add the component to the console. Using this component, agents can make calls in console mode.
To create and then add the component, perform the following steps:
- Go to the Administration Setup Page in Salesforce.
- On the left-hand side of the Salesforce window, in the Build section, expand Customize and then Console.
- Click Custom Console Components. Custom Console Components appears.
- Click New.
Enter the following information:
Field Description Value Name The unique name of the button. Connect Button Name The name that appears on the button. Connect Button Width (Pixels) The width of the button. 100 Component The Visualforce page that defines the component. Visualforce Page: DiallerNavigation Width (Pixels) The width of the component. 200 Height (Pixels) The height of the component. 100 Fixed Width Determines whether the width is fixed. Selected Fixed Height Determines whether the height is fixed. Selected 
- Click Save.
- On the left-hand side of the Salesforce window, in the Build section, expand Create.
- Click Apps. Apps appears.
- Locate Service Cloud, and click Edit. Service Cloud appears in edit mode.
- Scroll down to Choose Console Components section. Click Connect in the Available Items list, and click Add to move the component to Selected Items.
- Click Save.
The new Connect component now appears in Service Cloud.
