Vonage® for Salesforce® extends the functionality of the Vonage Integration Suite (VGIS) into Salesforce. These versions of Salesforce are supported, Lightning Enterprise and Lightning Unlimited.
Only the Super User and Administrators can order Vonage for Salesforce from Customer Care.
NOTE: Salesforce Professional accounts cannot be used unless APIs are enabled by Salesforce. Charges may be applied by Salesforce. Contact your Salesforce representative for more information.
|Contacts and Leads||Quickly add contacts and leads from a Call Activity window. This combines your phone system with Salesforce in a single window.|
|Tasks and Cases||Add Tasks and Cases directly into Salesforce for all incoming/outgoing/missed calls from the same window used for call handling.|
|Click to Dial||Click to dial any telephone number appearing in your Chrome browser and connect the call through your Vonage service.|
|Speech Recognition||Transcribe your voice to Tasks and Cases in the Call Activity window to save typing.|
|Incoming/Outgoing Screen Pop||Automated screen pop for incoming and outgoing calls to see history and notes for the contact.|
|Call Controls||Place calls, end calls, transfer calls, and put calls on hold in the Call Activity Window.|
|Call Reports||Real-time call data and reporting accessible in Call Summary and Call Detail reports.|
|Dial Prefix||Prefix outgoing calls with a code, for example, to hide Calling Line Identity (CLI).|
|Web Launcher||Open pre-set websites through a unique URL setup when you make or receive a call. During calls, VGIS triggers the default browser to open the website using the URL you set up. Call-related variables such as phone number or name can be added to perform a search.|
Determine how many users on your account require Vonage for Salesforce and call Customer Care at 0207 993 9000 to purchase Vonage for Salesforce licences.
Each user will receive email installation instructions once the licences are processed. Or follow the steps below to install the VGIS extension to your Chrome browser, register and start to use the integration.
Vonage Integration Suite (VGIS) extension requires a Google Chrome Browser - release v25.0 or higher (no other browsers are supported at this time).
Once you have purchased the licences for Vonage for Salesforce and added the VGIS extension to your browser in STEP 1, you must register VGIS to your Vonage Business Cloud account and activate Vonage for Salesforce.
|Activate Vonage for Salesforce||
|Initial Synchronisation of Contacts||
The Vonage Integration Suite panel is your user interface. Click on the Vonage icon in the top right of your Google Chrome browser to open the panel.
Your phone number and extension are displayed at the bottom of the panel.
IMPORTANT: You must be signed in to Vonage Integration Suite, and signed in to your Vonage Business Cloud Desktop App or have access to your Vonage desktop phone to make and receive calls using VGIS.
|Call History - Click to open and view the call history for incoming and outgoing phone calls.|
|Fast Dial - Click to display the telephone numbers you have identified as your frequently used numbers.|
|Integrations - Click to display which extended plugins you are connected to, and settings for the features.|
|Feedback - Click to provide feedback to the Vonage Integration Suite product team to improve the application.|
|Panel Menu Options - Click on the icon to access Panel Menu Options.|
|Help - Click on help to access online help text.|
|Dial Pad - Click on Dial Pad to open and make an outgoing phone call.|