Move users to the new PureConnect for Salesforce Lightning Call Center

As part of a migration from Salesforce Classic to Salesforce Lightning, you can move some or all users to the new call center by changing the Call Center setting on the user records.

To move a single user:

1. In the Lightning Experience, in the Setup menu, select Users. Then from the Users list, select Users.

2. In the Setup Users view, select a user.

   

3. Click Edit.

4. Set the user’s Call Center to PureConnect for Salesforce Lightning.

Tip: Click the Call Center Lookup icon. Clear the Search text box in the Lookup dialog box. Click “Go!,” then select PureConnect for Salesforce Lightning from the Search Results.

5. Click Save.

To move selected users:

1. In the Setup search text box, type Call Center. Then select Feature Settings > Service > Call Center > Call Centers.

   

2. In the Call Centers view, click Edit for PureConnect for Salesforce Lightning.

   

3. In the PureConnect for Salesforce Lightning Call Center view, click Manage Call Center Users.

   

4. In the PureConnect for Salesforce Lightning: Manage Users view, click Add More Users.

   

5. In the PureConnect for Salesforce Lightning: Search for New Users dialog box, set any necessary search criteria and click Find.

6. Select some or all the users in the search results and click Add to Call Center.