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= Getting started =
 
= Getting started =
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__NOINDEX__ {{Template:PEC_Migrated|
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Target=[https://all.docs.genesys.com/PEC-GPA/Current/Agent/GPASFLGettingStarted Getting started]}}
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__NOTOC__
 
__NOTOC__
 
{{BEC_Head
 
{{BEC_Head
 
|context=
 
|context=
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Now that you know what Gplus Adapter for Salesforce Lightning is, you’re probably wondering how to use it. Let’s get started.
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Logging in and getting ready to take call and handle Genesys Digital channels.
 
|dimension=
 
|dimension=
 
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{{AnchorDiv|Login}}
 
{{CloudStep_Stack
 
{{CloudStep_Stack
 
|title=How do I log in?
 
|title=How do I log in?
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# Follow the log in procedure. For more information about logging in, see [[Documentation:PSAAS:Agent:ADQuickStart|Getting Started]] in the Genesys Agent Desktop help.
 
# Follow the log in procedure. For more information about logging in, see [[Documentation:PSAAS:Agent:ADQuickStart|Getting Started]] in the Genesys Agent Desktop help.
 
# After you successfully log in, you can start working in the [[GPASFLGettingStarted#ADPMainview|Adapter main view]].
 
# After you successfully log in, you can start working in the [[GPASFLGettingStarted#ADPMainview|Adapter main view]].
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<!--
 
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{{CloudStep_Stack
 
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|title=Log in with Salesforce single sign-on (SSO)
 
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|text=Your Genesys Contact Center and Salesforce account might be set up to let you log in to Gplus Adapter using Salesforce as SSO and identity provider.
 
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Log in to Salesforce Lightning as usual, click the Gplus Adapter button at the bottom-left corner of the Salesforce Lightning Utility Bar, enter your Genesys Username and  click '''Next'''. If your contact center uses tenants, click '''Tenant''' to reveal the Tenant field. You will be told by your administrator what to enter in the Tenant field. Leave this field blank unless instructed otherwise by your administrator.
 
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Since you are already logged in to Salesforce Lightning, your identity is confirmed without you having to enter your password. You can start using Gplus Adapter.
 
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|textwide=
 
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|media1=GAPI_900_WWE_Login_Salesforce.png
 
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|video=
 
 
}}
 
}}
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{{AnchorDiv|OtherSSO}}
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<!--
 
 
{{CloudStep_Stack
 
{{CloudStep_Stack
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|title= Log in with Single Sign-on
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|title= Log in with single sign-on (SSO)
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|media1=SFLloginSSO.png
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|text={{NoteFormat|This feature is supported only for Engage Cloud.|1}}
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|text=
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Log in to Salesforce Lightning as usual, click the Gplus Adapter button at the bottom-left corner of the Salesforce Lightning Utility Bar, enter your Genesys Username and click '''Next'''.
−
In the Gplus Adapter login window, enter your Genesys username and click '''Next'''. In the Gplus Adapter login window, enter your Genesys username and click '''Next'''. If your contact center uses tenants, click '''Tenant''' to reveal the Tenant field. You will be told by your administrator what to enter in the Tenant field. Leave this field blank unless instructed otherwise by your administrator.
 
  
 
If Adapter is configured for SSO, you will be prompted to enter the Adapter credentials in the identity provider's (for example, Okta) login screen. Once you log in with the identity provider, you're redirected back to Adapter and automatically logged in. Alternatively, if you are already logged in with the identity provider, when you click '''Next''', you will have immediate access to Adapter.
 
If Adapter is configured for SSO, you will be prompted to enter the Adapter credentials in the identity provider's (for example, Okta) login screen. Once you log in with the identity provider, you're redirected back to Adapter and automatically logged in. Alternatively, if you are already logged in with the identity provider, when you click '''Next''', you will have immediate access to Adapter.
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|textwide=<br />
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The identity provider differs for different organizations, so the login page of the identity provider might not be the same as the one in the image to the left.
  
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The identity provider differs for different organizations, hence the login page of the identity provider might vary depending on the identity provider your organization has configured.
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Some contact centers use Salesforce as the identity provider. In this case, you will not be redirected to an identity provider login screen. Since you are already logged in to Salesforce Lightning, your identity is confirmed without you having to enter your password.
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|media1=SFLloginSSO.png
 
}}
 
}}
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{{CloudStep_Stack
 
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|title=Secondary login page
 
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|text= Depending on how your administrator has configured the Gplus Adapter, you might also see a secondary login page where you're asked to enter the name of a place.
 
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If you do not know what to enter, ask your supervisor.
 
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After clicking '''Continue''', you will see the Adapter main view.
 
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|media1=SFLLoginPlace.png
 
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{{AnchorDiv|ADPMainview}}
 
{{AnchorDiv|ADPMainview}}
 
{{CloudStep_Stack
 
{{CloudStep_Stack
 
|title=Gplus Adapter main view
 
|title=Gplus Adapter main view
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|text= After you log in, the Gplus Adapter's main view is displayed. From this view, you can change your status, navigate among your channels, and make a call by using Team Communicator.
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|text=The Gplus Adapter button in the Salesforce Lightning Utility Bar displays your current status obtained from Workspace Agent Desktop. If Gplus Adapter is minimized, it still reflects changes to your current status. Refer to [[ADQuickStart#StatusIcons|Getting started]] in the ''Workspace Agent Desktop Help'' for more information about your status and the status icons.
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When you first log in, notice that your agent status is set for you — for instance, it could be Not Ready. The default state is determined by your system administrator. However, you must ensure that your status is set to Ready to receive interactions from the queue.
 
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See the [[Documentation:PSAAS:Agent:AD|Genesys Agent Desktop help]] for more details on how to use these functionalities.
 
 
|media1=SFLAdaptermainview.png
 
|media1=SFLAdaptermainview.png
 
}}
 
}}
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<!--
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{{AnchorDiv|Locale}}
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{{CloudStep_Stack
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|title=How do I see Gplus Adapter in my own language?
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|textwide=Gplus Adapter automatically selects the same language that Salesforce is configured to display in, if the language is supported by Workspace Agent Desktop; otherwise, Gplus Adapter displays in English. For example, if Salesforce is configured to display in French, then Adapter displays in French.
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<br />
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Refer to  [https://help.salesforce.com/articleView?id=usersetup_lang_time_zone.htm&type=5 Edit Your Language and Locale Settings] for information about setting your display language in Salesforce Lightning.
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}}
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{{AnchorDiv|LogOut}}
 
{{CloudStep_Stack
 
{{CloudStep_Stack
 
|title=How do I log out?
 
|title=How do I log out?
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|text= To log off all channels and sign out of Gplus Adapter, click the agent icon and then select '''Exit'''. A modal pop-up window will open asking your confirmation to log out of the application. Click '''Exit'''. Adapter returns you to the login page, where you can enter your credentials again, if needed.
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|text= To log off all channels and sign out of Gplus Adapter, click the agent icon and then select '''Exit'''. A modal pop-up window will open asking your confirmation to log out of the application. Click '''Exit'''. If your company does not use SSO, Adapter returns you to the login page, where you can enter your credentials again, if needed.
  
 
Ensure that you close all the interactions before logging out, otherwise you will see an error message.
 
Ensure that you close all the interactions before logging out, otherwise you will see an error message.
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If your company uses SSO, after you log out, you must click the '''Login''' link to start a new session. See the [[ADQuickStart#SSOLogout|Workspace Help]] for more details. '''NOTE:''' This feature is supported only for Engage Cloud.
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|media1=SFLlogout.png
 
|media1=SFLlogout.png
 
}}
 
}}
  
 
[[Category:V:PSAAS:Public]]
 
[[Category:V:PSAAS:Public]]

Latest revision as of 08:56, November 9, 2020

Getting started

Important
This content may not be the latest Genesys Engage cloud content. To find the latest content, go to Getting started.



Logging in and getting ready to take call and handle Genesys Digital channels.

How do I log in?

You can log into Gplus Adapter from within Salesforce Lightning doing the following:
  1. Click the soft phone icon at the bottom-left corner of the Utility Bar.
  2. Follow the log in procedure. For more information about logging in, see Getting Started in the Genesys Agent Desktop help.
  3. After you successfully log in, you can start working in the Adapter main view.

Log in with single sign-on (SSO)

1
Important
This feature is supported only for Engage Cloud.

Log in to Salesforce Lightning as usual, click the Gplus Adapter button at the bottom-left corner of the Salesforce Lightning Utility Bar, enter your Genesys Username and click Next.

If Adapter is configured for SSO, you will be prompted to enter the Adapter credentials in the identity provider's (for example, Okta) login screen. Once you log in with the identity provider, you're redirected back to Adapter and automatically logged in. Alternatively, if you are already logged in with the identity provider, when you click Next, you will have immediate access to Adapter.


The identity provider differs for different organizations, so the login page of the identity provider might not be the same as the one in the image to the left.

Some contact centers use Salesforce as the identity provider. In this case, you will not be redirected to an identity provider login screen. Since you are already logged in to Salesforce Lightning, your identity is confirmed without you having to enter your password.

Gplus Adapter main view

1

The Gplus Adapter button in the Salesforce Lightning Utility Bar displays your current status obtained from Workspace Agent Desktop. If Gplus Adapter is minimized, it still reflects changes to your current status. Refer to Getting started in the Workspace Agent Desktop Help for more information about your status and the status icons.

How do I log out?

1

To log off all channels and sign out of Gplus Adapter, click the agent icon and then select Exit. A modal pop-up window will open asking your confirmation to log out of the application. Click Exit. If your company does not use SSO, Adapter returns you to the login page, where you can enter your credentials again, if needed.

Ensure that you close all the interactions before logging out, otherwise you will see an error message.

If your company uses SSO, after you log out, you must click the Login link to start a new session. See the Workspace Help for more details. NOTE: This feature is supported only for Engage Cloud.

This page was last edited on November 9, 2020, at 08:56.
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