The following information describes configuration required for Salesforce Lightning Experience users. If you, or your users, are using Salesforce Classic, see Configuring page layouts for adding and displaying call notes in Salesforce Classic. You might need to configure for both experiences if you have users in your org who can switch between them. Compatibility mode Ensure that Vonage Contact Center is compatible with Salesforce Lightning Experience. For information about enabling Vonage Contact Center to work in Salesforce Lightning Experience, see Enabling Vonage Contact Center to work in Salesforce Classic, Salesforce Lightning Experience, or both.
To enable agents to add and view notes, perform the following tasks:
- Register a custom domain for Salesforce to enable the LogACall and CallNotesViewer components. For information about registering a custom domain, see Salesforce help. Make sure you deploy to users when you receive confirmation from Salesforce that your domain is registered.
- Add the Vonage Contact Center LogACall Lightning Component to the utility bar to ensure that agents can add call notes during a call. For information about adding the component, see Adding the LogACall Lightning component to the utility bar.
- Add the Vonage Contact Center CallNotesViewer Lightning Component to the page layout of Salesforce tasks to ensure that agents can view call notes after the call. For information about adding the component, see Adding the CallNotesViewer Lightning component to the task page layout.
- Customize the Log a Call area (optional). For information about customizing this area, see Customizing the Log a Call area.
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