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  1. Go to the Administration Setup Page in Salesforce.
  2. On the left-hand side of the Salesforce window, in the App Setup or Build section, expand Develop.
  3. In the expanded list of items, click Custom Settings. Custom Settings appears.
  4. Locate the item in the list with the following values:


    Label
    Namespace Prefix
    NvmNodesVCCContactWorldNVMContactWorld

    To the left of the item, click Manage. The default or existing settings appear.

  5. For each region that you use, perform the following steps to add a new NvmNode:

    1. Click New. NvmNodes Edit appears.
    2. Provide the following information:

      FieldDescription
      NameThe name of the NvmNode. Type a name that uniquely identifies the node. For example, Node_US.
      NvmNodeUrl

      The URL for the node. The URL must start with https:// and must not end in a forward slash. For example, https://***.newvoicemedia.com, replacing *** with the correct subdomain for your region:

      Insert excerpt
      _ExcerptNVMRegionsExcerptVCCRegions
      _ExcerptNVMRegionsExcerptVCCRegions
      nopaneltrue

      Click Save. Your new node is saved.

  6. On the left-hand side of the Salesforce window, in the App Setup or Build section, expand Create and then Workflow and Approvals.
  7. In the expanded list of items, click Workflow RulesAll Workflow Rules appears.
  8. Click rule that you previously created. The rule appears.
  9. In the Workflow Actions section, click EditStep 3: Specify Workflow Actions appears.
  10. Click Add Workflow Action and then New Field UpdateNew Field Update appears.

  11. To set the node to use on the case, provide the following information:

    Field
    Description
    NameThe name for the field update. For example, Override node.
    DescriptionA description for the field update. For example, Override the node used to route the case.
    Field to UpdateThe field to update. In the list, click VCCNodeOverrideNVMNodeOverride.
    Specify New Field Value

    The value to set the field to. Click Use a formula to set the new value. Type the name of the node to use in quotes. For example, "Node_US".

    Click Save, click DoneNew case created appears. To activate the workflow rule, click Activate. When a new case is created, Vonage Contact Center routes the case to Vonage Contact Center at the defined URL.

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