Adding Connect to Salesforce Classic apps
After you install Connect, you must make Connect available to agents to use. How you make Connect available depends on whether you are using console or non-console apps in Salesforce Classic.
If you are using a non-console app in Salesforce Classic, to add Connect to the non-console app, see Adding Connect to a non-console app in Salesforce Classic.
If you are using a console app in Salesforce Classic, to add Connect to the console app, see Adding Connect to a console app in Salesforce Classic.
If you are using an app in Salesforce Lighting Experience, see Adding Connect to Salesforce Lightning Experience apps.
- Creating or editing custom settings for Connect
- Adding Connect to Salesforce Classic apps
- Adding Connect to Salesforce Lightning Experience apps
- Adding Dial List description to page layout
- Setting up a Create Dial List button
- Adding a custom button to a Dial List list view
- Setting up users, permissions and sharing rules
- Enabling an agent to use Connect
- Configuring Connect (optional tasks)
For general assistance, please contact Customer Support.
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