Before you start
Setting up Call Queues
Ensure you have at least one call queue configured to be able to use Wallboards. If you are a new customer a member of the Natterbox Deployment Team will assist with setting up. If you are an existing customer who uses the Natterbox legacy Wallboards you won’t have to do anything additional here.
Upgrade the Natterbox package
Upgrade to the latest package from the How to Upgrade page.
Returning to the homepage
In order to return to the wallboards homepage from any screen, simply click on the Natterbox logo in the upper left corner:
How to Access Wallboards
Click the app launcher in the top left corner of your Salesforce window:
Type Wallboards
Click Wallboards
You may then decide to personalise your nav bar so that Wallboards always appear here. You can do this by clicking the pencil icon at the top right of your Salesforce window:
Click Add More Items
Search Wallboards
Click + to the the left of Wallboards
Click Add 1 Nav Item at the bottom right of the box
How to Create a Wallboard
Select + New Wallboard
How to Edit a Wallboard
To edit an existing wallboard, click the edit (pencil) icon :
From here you can continue to add and remove components as well as update the wallboard’s setting which includes creating a read-only wallboard URL.
How to Duplicate a Wallboard
To duplicate an existing wallboard, click the copy icon:
This will create a duplicate of the selected wallboard with all the same configurations.
How to Delete a Wallboard
To delete an existing wallboard, click on the delete (bin) icon:
You will always be asked to confirm your action when attempting to delete a wallboard.