Build a Lightning App

You need to build an app in the Salesforce Lightning Experience in order to view the Agent for Salesforce.

1. In the Lightning Experience view, click Setup (indicated by a gear and lightning bolt icon).

2. Under Platform Tools, click Apps → App Manager.

3. Click New Lightning App located in the upper right corner.

4. Add app details and click Next.

5. Select Standard navigation and click Next.

6. Click Add → Open CTI Softphone.

7. Add a new label, or leave the default label, and click Next.

   You do not need to alter the panel scaling.

8. Select an item. Click the right arrow to add it to your new app. After adding the items you want, click Next.

9. Click a profile name and the right arrow to assign the app to the profile. After assigning the app to the appropriate profiles, click Save & Finish.

   Your newly created app now appears in the App Launcher and the App Manager.

10. Launch your new app.