Page Comparison

You Agents can use Vonage Contact Center (VCC) with the Salesforce Mobile App. To integrate Vonage Contact Center VCC with the Salesforce Mobile App, perform the following tasks:

• You must ensure that you agents can see the correct version of Salesforce in a mobile device. If you agents see the desktop version of Salesforce, see Enabling Vonage Contact Center in the Salesforce Mobile App for mobile devices.
• You can optionally override the record that VCC links a task to. For information about overriding VCC's default linking behavior, see Overriding default linking.
• You must add a button to the required Salesforce object page layouts. This button provides Vonage Contact Center VCC functionality in the mobile version of Salesforce. For information about adding the button, see Adding a button to use Vonage Contact Center in the Salesforce Mobile App on a mobile device.

Enabling Vonage Contact Center in the Salesforce Mobile App for mobile devices

To use Vonage Contact Center VCC in the Salesforce Mobile App on a mobile device, you must enable the Salesforce Mobile App mobile browser app for your Salesforce org. If you agents see the desktop version of Salesforce in a mobile device, follow the steps described in Salesforce help (Salesforce help).

You can Agents can now use Vonage Contact Center VCC in the Salesforce Mobile App on a mobile device. For information, see Using Vonage Contact Center in the Salesforce Mobile App on your mobile device.

Overriding default linking

Vonage Contact Center VCC creates a task record for each call initiated using the mobile app. By default, VCC sets the Name or the RelatedTo field on the task to the record (Contact or Opportunity, for example) the customer clicked the NVMCall button on. This links the task to that record.

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1. Go to Visualforce Pages within Setup in Salesforce
2. Click New.
3. Provide a label and a unique name for this custom page. 
4. Check the checkbox Available for Lightning Experience, Experience Builder sites, and the mobile app.

5. Paste the following Visualforce markup into the editor: 

   Code Block
   language xml linenumbers true
   <apex:page docType="html-5.0" title="Dial Opportunity using ContactWorld" standardController="Opportunity" standardStylesheets="false" sidebar="false" showHeader="false" showChat="false"> <NVMContactWorld:NVMCall SObjectToCall="{!opportunity.Account}" SObjectToLink="{!opportunity}" /> </apex:page>

   
   

   Note
   title standardController, SObjectToCall and SObjectToLink attributes
   The standardController attribute is set to Opportunity. You can change this to the controller for the object you agents wish to call. For more information, see Associating a Standard Controller with a Visualforce Page (Salesforce help). In this example, the phone fields from the related Account record are dialable, but the task will be linked to the opportunity. You can set the SObjectToCall and SObjectToLink attributes to reference the records that fit your agents' requirements. For more information, see Accessing Data with a Standard Controller (Salesforce help).

   
   

6. Click Save.
7. Go to your Opportunity object in Object Manager in Setup.
8. Go to Buttons, Links and Actions.
9. Click New Action.

10. Enter the following information:

    Field	Value
    Action Type	Custom Visualforce
    Visualforce Page	Select the page you created in steps 3-6
    Height	250px
    Standard Label Type	--None--
    Label	Type a label for the action, for example, NVM Call.
    Name	Type a unique name for this action.

    
    

11. Click Save
12. Now follow the instructions in the section Adding a button to use Vonage Contact Center in the Salesforce Mobile App on a mobile device. In step 3, drag the new action you created here. 

Adding a button to use Vonage Contact Center in the Salesforce Mobile App on a mobile device

To make use of Vonage Contact Center VCC features in the Salesforce Mobile App you need a NVM Call button that the agent taps to make a call. You can add a NVM Call button to the Account, Contact, Lead, and Opportunity objects.

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