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To link ContactWorld NewVoiceMedia to your Salesforce account, perform the following steps:
Log in to ContactWorldNewVoiceMedia. For information about logging in to ContactWorldNewVoiceMedia, see Logging in to the NewVoiceMedia platformVonage Contact Center Admin Portal.
From the ContactWorld NewVoiceMedia homepage, move your mouse pointer over the menu icons on the left of the page.
In the menu that appears, click Salesforce Administration. If you cannot see Salesforce Administration and think you should be able to, contact support. Salesforce Administration appears.
The Salesforce account credentials area displays one of three statuses:
- Unlinked. You have not linked ContactWorld NewVoiceMedia to a Salesforce account.
- Linked. You have already linked ContactWorld NewVoiceMedia to a Salesforce account. You can relink ContactWorld NewVoiceMedia to a different Salesforce org or use a different API user. You do not need to relink.
- Legacy. You have already linked your account to ContactWorld NewVoiceMedia using a legacy method. We recommend that you relink ContactWorld NewVoiceMedia using this new method.
Click Link or Relink and, in the drop-down list that appears, click Production or Sandbox depending on whether you want to link to a production org or a sandbox org. A Salesforce login page opens in a new browser window.
Log in to your Salesforce org as your API user. In the same browser window, a Salesforce Allow Access? page appears.
Note You must log in to Salesforce directly as the API user.
When you are logged in to Salesforce as an administrator, you are able to log in as another user. You must not use this method to log in as your API user due to Salesforce security. For information about logging in as another user and the related security measure, see Salesforce help.
Click Allow to enable ContactWorld NewVoiceMedia to access your Salesforce org using the API user's credentials. The Salesforce browser window closes.
- In ContactWorldNewVoiceMedia, the Salesforce Administration page updates, and your Salesforce account credentials appear. Your status is Linked.
To unlink your account, click Unlink. A message appears to inform you that your Salesforce integration will no longer work. The Salesforce Administration page updates and the status of your Salesforce account credentials is Unlinked.