Configuring Connect

When you have installed Connect into your host Salesforce Org, you must perform several configuration tasks before you start using it.

As you configure connect, refer to this checklist to ensure that you complete all the required tasks. We recommend that you complete the tasks in the order presented.

Printable version of the checklist: Configuring Connect.pdf

Must-do tasks

For new installations, to prepare all versions of Connect you must perform the following tasks:

1. Configure custom settings

To ensure that Connect can access ContactWorld, you must configure some settings in Salesforce. For information about configuring custom settings required by Connect, see Creating or editing custom settings for Connect.

2. Add Connect to Salesforce apps

After you install Connect, you must make Connect available to agents to use. How you make Connect available depends on whether you are using Salesforce Classic apps, Salesforce Lightning Experience apps, or both.
For information about adding Connect to Salesforce Classic apps, see Adding Connect to Salesforce Classic apps.
For information about adding Connect to Salesforce Lightning Experience apps, see Adding Connect to Salesforce Lightning Experience apps. 

3. Add Dial List description to page layout

To make the Dial List description available to agents while making calls, you must add the description to the appropriate page layout or layouts. For information about adding the Dial List description, see Adding Dial List description to page layout.

4. Set up Create Dial List buttons

To enable you to create Dial Lists from selected objects in a list view, you must add a Create Dial List button to the list view or list views. Firstly you must create the button and then you must add it to the list view or list views. For information about creating a Create Dial List buttons and adding the button to a list view or list views, see Setting up a Create Dial List button.

5. Add custom buttons to Dial List list views

Using Connect, you can upload a Dial List from a CSV file or create a Dial List from a report. To use these features, you must add two buttons to the Dial List Lists View. For information about adding the buttons, see Adding a custom button to a Dial List list view.

6. Set up users, permissions and sharing rules

For supervisors and agents to fulfill their tasks in Connect, you must give them the correct access. For information about the access they require, see Setting up users, permissions and sharing rules.

7. Enable agents to use Connect

For information about enabling agents to use Connect, see Enabling an agent to use Connect.

Optional tasks

You can optionally further customize your installation of ContactWorld for your organization by configuring advanced features. For information about configuring advanced features for Connect, see Configuring Connect (optional tasks).