Enabling an agent to use Connect

To add the check box to a user record, perform the following steps:

1. Go to the Administration Setup Page in Salesforce.

2. Scroll down until you see the Administration Setup section on the left-hand side. In the section, expand Manage Users.

3. In the expanded list of items, click Users. All Users appears.

4. Open the user record you want to modify by clicking the username. The user record appears.

5. In the upper-right section of the user record, click Edit Layout.

6. Ensure that Fields is selected.

7. Click Save. The user record appears with the Can Dial Lists via Connect check box.

8. Click Edit. User Edit appears.

9. Locate and select Can Dial Lists via Connect in the Additional Information section on the user record.

The agent can now use Connect.