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Adding ContactPad to Lightning Experience apps

Adding ContactPad to Lightning Experience apps

Mar 18, 2020

To add ContactPad to Lightning apps, perform the following steps:

  1. Go to App Manager within Setup in Salesforce.

  2. Locate the Lightning app you want to add ContactPad to, click the arrow on the right-hand side and click Edit. Edit App appears.

  3. Click UTILITY BAR and then click Add. A new drop-down will appear.

  4. Click Open CTI Softphone. Choose a label and icon. Set the panel to 202px by 440px and click Save.

  5. Click Save and then click Done.

When you go to the app, ContactPad appears in the lower-left corner.

Repeat for any additional apps.

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