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Customization Overview

You can customize how Agent for Salesforce works and behaves by performing one or more of these optional tasks:

  • Set up Omni-channel options
  • Configure Screen Pops
  • Create Custom Buttons
  • Customize the Interface with Studio Actions
  • Create/Edit a V1 Chat Profile
  • Enable Localization
  • Enable Service Cloud User
  • Set Your Locale
  • Enable Personal Connection
  • Map NICE inContact Data to Activity Records and Custom Objects
  • Create Quick Replies

The instructions and images don't match your user interface? Go here for the CXone Central Blue version.

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