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Users of NewVoiceMedia Vonage Contact Center must have a NewVoiceMedia platform a VCC Admin Portal account before setting up an integration with Salesforce. If you are yet to sign up for an NVM VCC platform account, please visit our website newvoicemedia.com to contact our Sales department. |
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- Log into your Salesforce org and go to Service Setup in Lightning Experience.
- In Recommended Setup, click View All and click Voice Support Setup. Click Start. Voice Setup appears.
- In the list of providers, click NewVoiceMedia Vonage Contact Center. Click Next then read and agree to the AppExchange terms and conditions. Click Install Package. This installs the latest version of NewVoiceMedia Vonage Contact Center into Salesforce directly from the Salesforce App Exchange.
In Add Voice Services Provider Details, select your region for both CallCenter node and your NewVoiceMedia Vonage Contact Center endpoint (the values for both of these settings will be the same unless instructed by your NewVoiceMedia Vonage Contact Center account manager). In Account Key, type your account key. Click Next.
Expand title How do I get my account key? Panel borderColor #d4d4d4 borderStyle solid Include Page Getting your account key and API authentication token Getting your account key and API authentication token - In Who's Answering the Phone, select the Salesforce users who will be handling calls using NewVoiceMedia Vonage Contact Center in Salesforce. Click Next.
Link your NewVoiceMedia platform VCC Admin Portal account to your Salesforce org.
Expand title How do I link NewVoiceMedia Vonage Contact Center to a Salesforce account? Panel borderColor #d4d4d4 borderStyle solid Include Page Linking Vonage Contact Center to a Salesforce account Linking Vonage Contact Center to a Salesforce account In Service Setup, go to Remote Site Settings. Three new remote site settings will be available: NewVoiceMedia Vonage Contact Center_APAC, NewVoiceMediaVonage Contact Center_EMEA and NewVoiceMediaVonage Contact Center_NAM. Activate the remote site for your region.
Go to the Secrets Management Tab within Salesforce (Classic or Lightning). Here you will find the Account Key, provided earlier within the Setup Flow. Update your Token from the NewVoiceMedia platform VCC Admin Portal account.
Expand title How do I generate my authentication token? Panel borderColor #d4d4d4 borderStyle solid Include Page Getting your account key and API authentication token Getting your account key and API authentication token Before your users can start making calls using NewVoiceMedia Vonage Contact Center in Salesforce, you need to create NewVoiceMedia Vonage Contact Center users in your NewVoiceMedia platform VCC Admin Portal account.
Expand title How do I create individual users? Panel borderColor #d4d4d4 borderStyle solid Include Page Configuring individual users Configuring individual users Link the NewVoiceMedia Vonage Contact Center users to your corresponding Salesforce users.
Expand title How do I link my users? Panel borderColor #d4d4d4 borderStyle solid Include Page Setting up Vonage Contact Center agents in Salesforce Setting up Vonage Contact Center agents in Salesforce
You have completed the basic configuration for NewVoiceMedia Vonage Contact Center in Salesforce. For information about configuring additional features, see Configuring Vonage Contact Center in Salesforce (optional tasks).