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See Order and Assign Licenses.ĭo not apply options. NOTE: To enable, you must have Vonage for Salesforce.

Select if you do not want to enable this option. Open the ContactPad, then click the Cog (Gear) icon.ĭisplays a dark background for ContactPad, when enabled.Īutomatically answer calls placed from the ContactPad in the Desktop App if enabled.Otherwise, basic features are available and exclude items such as syncing of contacts, auto logging, and more. The ContactPad provides extended functionality when used with Vonage for Salesforce. Click the Softphone Layout Assignment, then apply the Vonage VBC ContactPad softphone to the targeted users.Only a single layout can be assigned to a user: Assign applicable layout to your users if you have multiple layouts.IMPORTANT: If you do not see Screen Pop settings, you must enable at least one user before you continue. Internal lets you customize settings for calls between users on your Vonage account. Pop Search page so users can pick the record they want if multiple are found. Pop to New Contact (allows user to create a new contact record if one is not found). Adjust Screen Pop Settings based on your Salesforce workflow.Recommendations are: Phone, Home Phone, and Mobile. If phone fields are not added to all call types, an error occurs. Go to Select Call Type, choose Inbound, Outbound, AND Internal to apply the call-related fields and objects to display.Enter Vonage VBC ContactPad in the Name field, then mark Is Default Layout checkbox.Click New or select an existing softphone layout.Click Softphone Layout, then choose to create a new layout or update an existing layout as follows:.Click Setup (top navigation), then search for Call Center (left navigation).Sign in to Salesforce using Admin credentials, if signed out.REMINDER: While referred to as a softphone, this is an embedded dial pad application that must be used with an active Vonage device or application. You can specify the layout of the ContactPad for inbound, outbound, and internal calls and also assign layouts to specific users if you have multiple layouts.