Jump to: navigation, search

Removing Users from Your Call Center

If you are an existing user of the VCC CTI Adapter for Salesforce, you need to remove the users from your old Salesforce call center before you upgrade your Contact Center Definiton .xml file because users can only belong to one Salesforce call center at one time.

Removing a Single User

To remove a user from a Salesforce call center:

  1. Log into Salesforce.com with your administrator credentials to open the Home page.
  2. Click Setup found under the User menu drop-down list found under your user name in the top right-hand corner to open the Force.com page.
  3. From the App Setup section on the left-hand side of the screen, click Customize to open the customization options.
  4. Click Call Center to open the Call Center page.
  5. Click Manage Call Centers under the Call Center section.
  6. Click the name of the call center from which you want to remove the Salesforce user.
  7. In the Call Center Users section, click Manage Call Center Users.
  8. Click Remove next to the name of the user that you want to remove from the call center.

Removing Multiple Users

To remove multiple users from a call center:

  1. Log into Salesforce.com with your administrator credentials to open the Home page.
  2. Click Setup found under the User menu drop-down list found under your user name in the top right-hand corner to open the Force.com page.
  3. From the App Setup section on the left-hand side of the screen, click Customize to open the customization options.
  4. Click Call Center to open the Call Center page.
  5. Click Manage Call Centers under the Call Center section.
  6. Click the name of the call center from which you want to remove the Salesforce user.
  7. In the Call Center Users section, click Manage Call Center Users.
  8. Select the Action check box next to each user you want to remove.
  9. Click Remove Users.

Next Steps

After removing previously existing Salesforce call users, you need to:

Feedback

Comment on this article:

blog comments powered by Disqus
This page was last modified on September 30, 2016, at 02:37.