Add Users to the Salesforce Call Center

This is another post related to optimizing your Salesforce call center.  Adding users to the Salesforce call center is pretty standard stuff – it’s covered in our PDF help guides as well as on the Salesforce website itself.  I thought I’d toss it up here just so everything is together.

Like the other edits we’ve made to the Salesforce call center, you must be a Salesforce Administrator or have Administrative privileges on the call center in order to make these changes.

First, navigate to Your Name –> Set up –> Customize –> Call Center –> Call Centers and click “Continue” if it appears.  You will now be on the All Call Centers Page and by this point, you will see the InGenius Call Center Adapter listed.  If you don’t, get in touch and we’ll send you a free trial.

Click on the InGenius Call Center Adapter and then scroll to the bottom of the page and select Manage Call Center Users.   Here, you will see a list of users who have already been added to the InGenius Connector Call Center, if there are any.  A user’s name must appear in this list in order to use the Salesforce call center.

If the name is not listed, don’t panic!  Simply click Add More Users and then search for your user by setting the fields to ‘Name” or “Full Name” etc., and then “equals.”  I find this search page a bit difficult, so if your user’s name doesn’t pop up at first, try fiddling with the search fields.

Once you successfully located your user, select their name and click “Add”.

That’s it!

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