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When you install
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Connect, you
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have a new
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component in your organisation. This component enables agents to make the calls assigned to them.
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If you are using Service clouda console app in Salesforce Classic, to add Connect to Service cloudthe console app, see Adding Connect to a console app in Salesforce Classic.
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If you are using Salesforce Lightning Experience, to add Connect, see Adding Connect to Salesforce Lightning Experience apps. |
To use Connect in non-console apps, you must add the component to your home page layout. Adding the component to your home page layout makes Connect available in all your non-console apps in Salesforce.
To add the component to your non-console apps, perform the following steps:
- Go to the Administration Setup Pageto Setup in Salesforce.
- On the left -hand side of the Salesforce window, in the Build section, expand Customize and then Home.
In the expanded list of items, click Home Page Components.
Section Column width 60%
column
Home Page Components appears. You should see a new custom component called ContactWorld Connect. If the component is not showing, check that the correct package has been installed successfully.width 40% In Back in the expanded list of items on the left side of the Salesforce window, click Home Page Layouts.
Section Column width 60%
Home Page Layouts appears. You should see one or more page layouts.Column width 40%- Click Edit next to the layout you want to add the component to. Edit Home Layout appears.
To add the Connect component to the layout, click select the ContactWorld Connect check box, and then click Next.
Section Column width 60%Edit Home Layout appears.
columnwidth 40% To reorder the components, click ContactWorld Connect.
Section Column width 60%
column
Use the arrow buttons to move the component up or down. We recommend moving the Connect component to the top of the list so that it appears directly below ContactPad.width 40% - Click Save. If you want to create different configurations for different users, you must create different home page layouts and assign them to different profiles. For more information, please see Salesforce help.
To make this component visible in all pages, on the left-hand side of the Salesforce window, in the Build section, expand Customize and then click User Interface.
Section Column width 60%User Interface appears.
Column width 40% - Click Show Custom Sidebar Components on All Pages. Click Save.
The new Connect component now appears in the left sidebar on any object page.