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ContactWorld and Salesforce integration

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Created by Helen Griffith , last modified on Aug 02, 2016

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You can integrate ContactWorld with your existing Salesforce system.

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Frequently asked questions about Vonage Contact Center in Salesforce

General features

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Vonage Contact Center omni-channel solution
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Sales Engagement Powered by Vonage
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Call logging in task records
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Vonage Contact Center features supported in Salesforce editions
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Disposition codes for Vonage Contact Center in Salesforce

Getting started

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Using

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Using multi-interaction routing
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Logging a call during the call
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ContactPad in Salesforce
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Opening a Case record relating to a call
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Using Vonage Contact Center in Salesforce

Popping

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Salesforce1

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Tasks

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Call logging in task records
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Configuring call logging in task records
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Logging a call during the call
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Configuring adding and displaying call notes in Lightning Experience
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Task record fields

Calls

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_ExcerptDispositionCodeMapping
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Sales Engagement Powered by Vonage
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Call logging in task records
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Logging a call during the call
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Opening a Case record relating to a call

Click to dial

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Settings

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Configuring Salesforce external routing for Vonage Contact Center
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_ExcerptDispositionCodeMapping
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Customizing the Log a Call area
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Creating a Remote Site for Vonage Contact Center in Salesforce
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Integrating with Salesforce Omni-Channel presence

Reports

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Troubleshooting

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Installing

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Reference

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Built-in reports for Vonage Contact Center in Salesforce
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Task record fields
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Custom Salesforce objects in Vonage Contact Center managed package
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ContactWorld Supervisor permissions
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ContactWorld Case Routing permissions

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