When you have installed NewVoiceMedia into your host Salesforce Org, you must perform several configuration tasks before you start using it. For information about installing NewVoiceMedia into Salesforce, see Installing Vonage Contact Center into Salesforce.
As you configure your NewVoiceMedia 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: ConfiguringNewVoiceMediainSalesforce.pdf
Must-do tasks
For new installations, to prepare all versions of NewVoiceMedia in Salesforce you must perform the following tasks:
1. Configure your Salesforce call center to use NewVoiceMedia 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 NewVoiceMedia in your region.
2. Set up NewVoiceMedia users in Salesforce
Enable NewVoiceMedia users to use NewVoiceMedia in Salesforce. For information about enabling NewVoiceMedia users to use NewVoiceMedia in Salesforce, see Setting up NewVoiceMedia users in Salesforce.
3. Link NewVoiceMedia to a Salesforce account
To make and receive calls using NewVoiceMedia in Salesforce, you link NewVoiceMedia to a Salesforce user account. For information about linking NewVoiceMedia to a Salesforce account, see Linking NewVoiceMedia to a Salesforce account.
4. Add ContactPad to Lightning Experience apps
If you are using Salesforce Lightning Experience and what to use ContactPad in a Lightning enabled app, you must add ContactPad to that app. For information about adding ContactPad to Lightning enabled apps, see Adding ContactPad to Lightning Experience apps.
Optional tasks
You can optionally further customize your installation of NewVoiceMedia for your organization by configuring advanced features. For information about configuring advanced features for NewVoiceMedia in Salesforce, see Configuring NewVoiceMedia in Salesforce (optional tasks).