Adding Connect to Salesforce Classic apps
- Helen Griffith
After you install Connect, you must make Connect available to agents to use. How you make Connect available depends on whether you are using console or non-console apps in Salesforce Classic.
If you are using a non-console app in Salesforce Classic, to add Connect to the non-console app, seeĀ Adding Connect to a non-console app in Salesforce Classic.
If you are using a console app in Salesforce Classic, to add Connect to the console app, seeĀ Adding Connect to a console app in Salesforce Classic.
If you are using an app in Salesforce Lighting Experience, see Adding Connect to Salesforce Lightning Experience apps.
- Creating or editing custom settings for Connect
- Adding Connect to Salesforce Classic apps
- Adding Connect to Salesforce Lightning Experience apps
- Adding Dial List description to page layout
- Setting up a Create Dial List button
- Adding a custom button to a Dial List list view
- Setting up users, permissions and sharing rules
- Enabling an agent to use Connect
- Configuring Connect (optional tasks)
For general assistance, please contact Customer Support.
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