How do I create NVM user accounts for my existing Salesforce users?

If enabled for your account, you can create NVM user accounts for your existing Salesforce users from within Salesforce. Before you can create NVM users, you must perform the following tasks:

• Check your Salesforce users and create any additional users.
  To use NewVoiceMedia in Salesforce, your Salesforce users require values in the following fields:
  • Phone. If your users do not have a telephone number, type a valid number in the Phone field.
  • NVM Agent Id (optional). An NVM agent ID links the NVM user with their Salesforce user record. The agent ID is added to the NVM user when created. For more information, see Setting up Vonage Contact Center agents in Salesforce.
    • If you are creating NVM users that are either agents or voice-enabled supervisors, your Salesforce users must have an NVM agent ID. If any of your Salesforce users do not have values in the NVM Agent Id field, you can automatically generate them later. Automatically generating the IDs avoids accidentally duplicating existing IDs. Or you can manually add them now.
    • If you are creating supervisors who are not voice-enabled, your Salesforce users do not need an NVM agent ID.
  • Call Center. For information about defining the call center for a Salesforce user, see Setting up Vonage Contact Center agents in Salesforce.
• Create a view or views of Salesforce users.
  You must have one or more views that contain the Salesforce users for whom you want to create NVM users. For example, you might have a view for users in each of your different teams or locations.

To create NVM users, perform the following steps:

1. Go to the NewVoiceMedia User Creation tab. NewVoiceMedia User Creation appears.

2. In Username, type username of an existing NVM user to use as template for the new NVM users.

   The new users will have same skills, groups, country, type, telephony region, license, and so on, as the template user. If you provide the username of an agent or a voice-enabled supervisor, your new NVM users will be able to make and receive interactions. If you provide the username of a supervisor, your new NVM users will have the same user role, and the same group, queue, and line permissions as appear for the template user in the User Access area of the NewVoiceMedia platform. For information about the User Access area, see Configuring user access.

   
   

3. In View, select the Salesforce view that contains the existing Salesforce users you are creating NVM user accounts for.
   The Salesforce users in the selected view appear along with any potential issues.
   
   In this example, none of the Salesforce users have a value in NVM Agent Id.
   If you are creating NVM users who are either agents or voice-enabled supervisors, you must provide values before proceeding. You can automatically generate the IDs which adds a value to the NVM Agent Id field for all the users in the view. The generated IDs start at the value you set in Starting ID and miss out any agent IDs already in use. Optionally type a number other than 1 in Starting ID and click Generate Agent IDs to generate IDs.
   
4. Click Create NewVoiceMedia users. Results appears.
   
   In this example, three users were created and two failed:
   • One user failed due to having no telephone number. Add a telephone number to the Salesforce user and try again.

   • The other user failed because an NVM user already exists with that username. A similar error appears if the Salesforce user contains an agent ID that is already in use by an NVM user—Agent ID 'agentID' is already in use. The existing NVM users may already be linked with the Salesforce users. In this case you can ignore these errors unless you want to update the NVM users.

     You cannot currently update NVM users from within Salesforce. To update the NVM users, you must edit the users in the NewVoiceMedia platform.

     The username or ID might otherwise belong to NVM users that you do not want to link to your Salesforce users. In this case you need to change the Salesforce user's Username or NVM Agent ID values and try again.

NVM users that you create using an NVM user with either an agent or a supervisor license appear in User Admin and Real Time. The NVM users you create based on a supervisor also appear in User Access.

Limitations

When you create NewVoiceMedia users from Salesforce, the new users do not receive a welcome email.

Newly created users do not have values in their SSO External Id fields. If single sign-on is enabled for your account and your account is configured to use an External ID as the identifier for single sign-on, you must manually add these values to enable the users to log in using single sign-on. For more information about single sign-on, see Configuring single sign-on.