Using Vonage Contact Center in the Salesforce Mobile App on your mobile device
Vonage Contact Center (VCC) is integrated with the Salesforce Mobile App. You can therefore use VCC features when you make calls to customers using the Salesforce app on your mobile phone.
If you see the desktop version of Salesforce on your mobile device instead of the mobile version, see Integrating Vonage Contact Center with the Salesforce Mobile App.
Salesforce Mobile App and WebRTC
You cannot use VCC and the Salesforce Mobile App with WebRTC. Instead of using WebRTC, you must receive VCC calls using the mobile phone you are using with the Salesforce Mobile App. To receive VCC calls using your mobile phone, turn off WebRTC and make sure your phone number is correct in ContactPad.
For information about turning on WebRTC in ContactPad, see Turning on WebRTC in ContactPad in Using ContactPad with WebRTC — do the reverse to turn it off.
For information about setting your phone number in ContactPad, see Changing your telephone number in ContactPad.
To use VCC on your mobile phone, perform the following steps:
In the Salesforce app on your mobile device, open the contact, or other Salesforce object, you want to call.
In the bottom right hand corner of the screen, tap the plus icon.In the menu, click NVM Call.
If the contact has more than one phone number, tap the phone number you want to call.
Add notes during call.
When you have completed making notes, tap Submit.At the end of the call, VCC adds a call activity record in Salesforce that includes the call duration, start time, notes you provide during the call, and so on.
For general assistance, please contact Customer Support.
For help using this documentation, please send an email to docs_feedback@vonage.com. We're happy to hear from you. Your contribution helps everyone at Vonage! Please include the name of the page in your email.