Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

If you are migrating ContactWorld in Salesforce to Cloud 11, you must perform the following tasks.

To configure your ContactWorld to use Cloud11 in Salesforce, perform the following steps:

  1. Go to Setup in Salesforce.
  2. On the left-hand side of the Salesforce window, click CustomizeHome | Home Page ComponentsHome Page Components appears.
  3. Locate the custom component with the label ContactWorld. If you cannot see this custom component, go to step 11. To the left of the item, click Edit. Edit Custom Components appears.

  4. Click Show HTML. Change sfc8 to sfc11 in the HTML code.
  5. On the left-hand side of the Salesforce window, click Develop | Custom SettingsCustom Settings appears.
  6. Locate the item with the label ContactWorld Agent Interface URI and the namespace prefix NVMContactWorld. To the left of the item, click Manage. Any existing settings appear.

  7. If any of the existing settings use cloud8, edit the settings, change cloud8 to cloud11, and save your changes.
  8. In the expanded list of items on the left-hand side of the Salesforce window, click Custom SettingsCustom Settings appears.
  9. Locate the item with the label ContactWorld Settings and the namespace prefix NVMContactWorld. To the left of the item, click Manage. Any existing settings appear.

  10. If any of the existing settings use sfc8, edit the settings, change sfc8 to sfc11, and save your changes.
  11. On the left-hand side of the Salesforce window, click Customize | Call Center | Call CentersAll Call Centers appears.
  12. To the left of ContactWorld for Salesforce, click Edit. ContactWorld for Salesforce appears in edit mode.

  13. In CTI Adapter URL change cloud8 to cloud11. Click Save.
  14. On the left-hand side of the Salesforce window, click Security Controls | Remote Site Settings. All Remote Sites appears.
  15. Click New Remote Site. Remote Site Edit appears.
  16. Provide the following information:

You have now configured ContactWorld in Salesforce for Cloud11.

If you use Call Recording Links, you must also reconfigure call recording. To reconfigure call recording, perform the following steps:

  1. Go to Setup in Salesforce.
  2. On the left-hand side of the Salesforce window, click Customize | Activities | Activity Custom FieldsActivity Fields appears.
  3. To the left of the field with the label Call Recording, click EditCall Recording appears in edit mode.

  4. Change cloud8 to cloud11. Click Save.

You have now configured Call Recording in ContactWorld in Salesforce to use cloud11.

If you use a version of Connect before 1.68, you must also reconfigure CW Connect. To reconfigure CW Connect, perform the following steps:

  1. Go to Setup in Salesforce.
  2. On the left-hand side of the Salesforce window, click Develop | Custom SettingsCustom Settings appears.
  3. Locate the item with the label Settings and the namespace prefix NVMConnect. To the left of the item, click Manage. Any existing settings appear.

  4. If any of the existing settings use cloud8, edit the settings, change cloud8 to cloud11, and save your changes.

You have now configured Connect to use cloud11.

If you use Salesforce1, you must also reconfigure Salesforce1. To reconfigure Salesforce1, perform the following steps:

  1. Go to Setup in Salesforce.
  2. On the left-hand side of the Salesforce window, click Develop | Custom SettingsCustom Settings appears.
  3. Locate the item with the label Settings and the namespace prefix NVMContactWorld. To the left of the item, click Manage. Any existing settings appear.

  4. If any of the existing settings use cloud8, edit the settings, change cloud8 to cloud11, and save your changes.
  • No labels