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When you have installed NewVoiceMedia Vonage Contact Center into your host Salesforce Org, you must perform several configuration tasks before you start using it. For information about installing NewVoiceMedia Vonage Contact Center into Salesforce, see Installing Vonage Contact Center into Salesforce.

As you configure your NewVoiceMedia Vonage Contact Center and Salesforce integration, refer to this checklist to ensure that you complete all the required tasks. We recommend that you complete the tasks in the order presented.

Printable version of the checklist: ConfiguringNewVoiceMediainSalesforceConfiguringVonage Contact CenterinSalesforce.pdf

Must-do tasks

For new installations, to prepare all versions of NewVoiceMedia Vonage Contact Center in Salesforce you must perform the following tasks:

Image Modified1. Configure your Salesforce call center to use

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Vonage Contact Center in your region

Configure the installed call center to use the correct CTI adapter for your region. For information about configuring your Salesforce call center, see Configuring your Salesforce call center to use Vonage Contact Center in your region.

Image Modified2. Set up

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Vonage Contact Center users in Salesforce

Enable NewVoiceMedia Vonage Contact Center users to use NewVoiceMedia Vonage Contact Center in Salesforce. For information about enabling NewVoiceMedia Vonage Contact Center users to use NewVoiceMedia Vonage Contact Center in Salesforce, see Setting up Vonage Contact Center users in Salesforce.

Image Modified3. Link

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Vonage Contact Center to a Salesforce account

To make and receive calls using NewVoiceMedia Vonage Contact Center in Salesforce, you link NewVoiceMedia Vonage Contact Center to a Salesforce user account. For information about linking NewVoiceMedia Vonage Contact Center to a Salesforce account, see Linking Vonage Contact Center to a Salesforce account.

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You can optionally further customize your installation of NewVoiceMedia Vonage Contact Center for your organization by configuring advanced features. For information about configuring advanced features for NewVoiceMedia Vonage Contact Center in Salesforce, see Configuring Vonage Contact Center in Salesforce (optional tasks).

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