Before you can install Connect, you must ensure that you have the following items from NewVoiceMedia:
- One or more licenses for Connect agents
- Make Call API
- Client ID
- Security token
You must also have one or more agent telephones with direct dial-in (DDI) capability.
You must install and configure the latest version of ContactWorld in your Salesforce org. For information about installing and configuring the latest version of ContactWorld in Salesforce, see Installing ContactWorld into Salesforce and Configuring ContactWorld in Salesforce. You must configure the following optional features:
- Call logging in task records. For information about configuring call logging in task records, see Configuring page layouts for adding and displaying call notes.
- Salesforce record display and popping. For information about configuring Salesforce record display and popping, see Configuring advanced popping.