After you install Connect, you must make Connect available to agents to use. You can add Connect to page layouts or the utility bar, or both. To add Connect to the page layouts, see Adding Connect to a page layout in Salesforce Lightning Experience.
To add Connect to the utility bar, perform the following steps:
Edit the following properties for the component:
Property | Value |
---|---|
Label | Connect |
Icon | apps |
Panel Width | 250 |
Panel Height | 220 |
Load in background when app opens | Selected |
Connect now appears on the utility bar for your chosen app.