When you have installed NewVoiceMedia into your host Salesforce Org, you must perform several configuration tasks before you start using it. For information about installing NewVoiceMedia into Salesforce, see Installing NewVoiceMedia Vonage Contact Center into Salesforce.
As you configure your NewVoiceMedia and Salesforce integration, 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: ConfiguringContactWorldinSalesforceConfiguringNewVoiceMediainSalesforce.pdf
Must-do tasks
For new installations, to prepare all versions of NewVoiceMedia in Salesforce you must perform the following tasks:
1.
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Configure your Salesforce call center
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to use NewVoiceMedia in your region
Configure the installed call center to use the correct CTI adapter for your region. For information about configuring your Salesforce call center, see Configuring your Salesforce call center to use NewVoiceMedia in your region.
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