Adding ContactPad to Lightning Experience apps

Owned by Helen Griffith
Last updated: Mar 18, 2020

If you want to use ContactPad in any of your Salesforce Lightning Experience apps, you must add ContactPad to those apps.

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, seeĀ Enabling Vonage Contact Center to work in Salesforce Classic, Salesforce Lightning Experience, or both.

Progress

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.

Support and documentation feedback

For general assistance, please contact Customer Support.

For help using this documentation, please send an email toĀ docs_feedback@vonage.com. We're happy to hear from you. Your contribution helps everyone at Vonage!Ā Please include the name of the page in your email.