This overview is for agents. If you're an administrator see NICE CXone Agent for Salesforce for Administrators.
Agent for Salesforce supports the current version and the two previous versions of the agent.
Agent for Salesforce integrates the NICE CXone agent application into Salesforce. This allows you to handle interactions directly in Salesforce instead of jumping between applications. Your administrator can select one of the three Agent for Salesforce user interfaces for you to use: classic, classic in lightning, or fully integrated lightning experience.
A comprehensive product training video is available for those who are new to Agent for Salesforce.
Agent for Salesforce offers the following features:
- The ability to perform default and custom screen pops on any Salesforce object and any NICE CXone contact channel
A way for contacts and agents to interact, such as voice, email, chat, social media, and so on.. - Automatic creation of Task and Activity records in Salesforce that can include any NICE CXone information about the call.
- Click-to-dial from within Salesforce.
- Support for both the classic view and the new Service and Sales Cloud Console view within Salesforce.
Agent for Salesforce Interface Types
|
Agent for Salesforce Interface Type |
Details |
|---|---|
| Fully Integrated Lightning Experience |
The agent experience that is fully integrated with Salesforce Lightning.
|
| Classic |
The original agent experience for the original Salesforce Sales/Service Cloud. Use when:
|
|
Classic in Lightning |
The original agent experience for the original Salesforce Sales/Service Cloud but with a Salesforce Lightning look and feel. Use when:
|