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The Lightning Experience functionality is the same as it is in Salesforce Console with the following exception(s), you should be aware of:
 
The Lightning Experience functionality is the same as it is in Salesforce Console with the following exception(s), you should be aware of:
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|title=Activity history
 
|title=Activity history
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|media1=GPlus adp Lightning Refresh.png
 
|media1=GPlus adp Lightning Refresh.png
 
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{{CloudStep_Stack
 
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|title=Open media workitem
 
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|text=Open media is an activity that you might be required to handle besides other interactions such as email or chat. Open media is generally configured as a channel (Workitem) by your organization and it is available under My Channels menu.
 
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When you are asked to, you can set your open media channel status to ready and start receiving the open media activities. Like any other interaction, you can accept and work on the open media activity, transfer to an agent, mark done, and set disposition. You can view open media activity details under Activity History.
 
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To set your open media status ready:
 
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<ol>
 
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<li>Navigate to '''My Channels''' tab.</li>
 
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<li>Select the open media channel, workitem in the example shown.</li>
 
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<li>Right-click on the open media channel and select '''Ready'''. Now you are ready to receive the open media activities. See Workitems page for full functionalities of this feature. </li>
 
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</ol>
 
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|media1=GPlus adp Lightning Refresh.png
 
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Latest revision as of 09:35, April 20, 2018

Lightning Experience in Gplus Adapter for Saleforce - WWE option

The Lightning Experience functionality is the same as it is in Salesforce Console with the following exception(s), you should be aware of:

Activity history

1

Accessing the activity record can be done slightly differently in Lightning Experience. There is a Refresh Activity History icon that can be used instead of navigating off the page, or refreshing:

  1. Click Contacts from the menu bar.
  2. Select the contact name.
  3. Click the Refresh Activity History icon, in the Activity tab to review all Past Activity.
  4. Clicking on an activity will open the Task window for that item.
This page was last edited on April 20, 2018, at 09:35.
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