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  1. Log into your Salesforce org and go to Service Setup in Lightning Experience.

  2. In Recommended Setup, click View All and click Voice Support Setup. Click Start. Voice Setup appears.

  3. In the list of providers, click Vonage Contact Center. Click Next then read and agree to the AppExchange terms and conditions. Click Install Package. This installs the latest version of Vonage Contact Center into Salesforce directly from the Salesforce App Exchange.

  4. In Add Voice Services Provider Details, select your region for both CallCenter node and your Vonage Contact Center endpoint (the values for both of these settings will be the same unless instructed by your Vonage Contact Center account manager). In Account Key, type your account key. Click Next.

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    titleHow do I get my account key?


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    VCCA:Getting your account key and API authentication token
    VCCA:Getting your account key and API authentication token



  5. In Who's Answering the Phone, select the Salesforce users who will be handling calls using Vonage Contact Center in Salesforce. Click Next.

  6. Link your Vonage Contact Center account to your Salesforce org.

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    titleHow do I link Vonage Contact Center to a Salesforce account?


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    Linking Vonage Contact Center to a Salesforce account
    Linking Vonage Contact Center to a Salesforce account



  7. In Service Setup, go to Remote Site Settings. Three new remote site settings will be available: NewVoiceMedia_APAC, NewVoiceMedia_EMEA and NewVoiceMedia_NAM. Activate the remote site for your region.

  8. 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 VCC Admin Portal.

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    titleHow do I generate my authentication token?


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    VCCA:Getting your account key and API authentication token
    VCCA:Getting your account key and API authentication token



  9. Before your users can start making calls using Vonage Contact Center in Salesforce, you need to create Vonage Contact Center users in your Vonage Contact Center account.

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    titleHow do I create individual users?


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    Configuring individual users
    Configuring individual users



  10. Link the Vonage Contact Center users to your corresponding Salesforce users.

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    titleHow do I link my users?


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    Setting up Vonage Contact Center agents in Salesforce
    Setting up Vonage Contact Center agents in Salesforce



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