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=Migrating to Gplus Adapter=
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=Migrating Gplus Adapter for Salesforce=
  
 
Follow this procedure to migrate your existing Gplus Adapter 8.5 to Gplus Adapter 9.0 for Salesforce.
 
Follow this procedure to migrate your existing Gplus Adapter 8.5 to Gplus Adapter 9.0 for Salesforce.
  
 
{{NoteFormat|
 
{{NoteFormat|
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* Gplus Adapter 9.0 supports only Salesforce. Hence, this migration procedure assumes that you're already using Salesforce.
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You can run Gplus Adapter 8.5 and 9.0 in parallel during the migration testing phase.
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* You can run Gplus Adapter 8.5 and 9.0 in parallel during the migration testing phase.
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|}}
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{{NoteFormat|Before you migrate Gplus Adapter for Salesforce, you must first migrate [[Documentation:HTCC:MIG:Welcome:9.0.0|Genesys Web Services]] and [[Documentation:HTCC:MIG:UpgradeWWE:9.0.0|Workspace Web Edition]].|1}}
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{{AnchorDiv|MigrationProcedure}}
 
{{AnchorDiv|MigrationProcedure}}
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==Migration procedure==
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==Migration Procedure==
  
 
{{NoteFormat|Ensure that Workspace Agent Desktop release 9 has been enabled in your environment.}}
 
{{NoteFormat|Ensure that Workspace Agent Desktop release 9 has been enabled in your environment.}}
  
 
Genesys recommends that you complete steps 1 to 3 in your Salesforce test environment first.
 
Genesys recommends that you complete steps 1 to 3 in your Salesforce test environment first.
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<!--{{#ponycomment:Mwest|Link to GWS PREM SSO content. https://docs.genesys.com/Documentation/HTCC/9.0.0DRAFT/Dep/Security ?? |18448}}-->
 
  
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<ol>
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# To migrate from Gplus Adapter 8.5 to 9.0 in a '''Salesforce Lightning''' environment, follow the steps in [[Documentation:HTCC:IWWDep:GPlusSalesforceLightning#setupAD|Integrating Gplus Adapter in Salesforce Lightning]] to download the '''lightning-callcenter.xml''' file, import into the Salesforce Call Centers configuration, and modify the imported Salesforce Call Center.
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<!--<li>You need a CTI Adapter URL. The URL employs the following formula:<br>
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# To migrate from Gplus Adapter 8.5 to 9.0 in a '''Salesforce Classic''' environment, follow the steps in [[Documentation:HTCC:IWWDep:GPlusSalesforceClassic|Integrating Gplus Adapter in Salesforce Classic]].
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<nowiki>https://<Genesys Customer Name>.genesyscloud.com/ui/crm-workspace/index.html?crm=lightning</nowiki><br>
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# Add users to the new Salesforce Call Center you just imported and modified. See [[Documentation:HTCC:IWWDep:GPlusSalesforceLightning#setupAddUsers|Adding users to Call Center]] for more detailed steps. {{NoteFormat|For testing purposes, you can either add a new test user or remove an existing user from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.|2}}
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If you are not sure what your Genesys Customer Name is, contact your Genesys account manager to get the correct URL.</li>-->
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# (Optional) Migrate 8.5 [[Welcome#MigConfigOptions|configuration option]] settings to 9.0.
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<li>To migrate from Gplus Adapter 8.5 to 9.0 in a '''Salesforce Lightning''' environment, follow the steps in [[Documentation:HTCC:IWWDep:GPlusSalesforceLightning#setupAD|Integrating Gplus Adapter in Salesforce Lightning]] to download the '''lightning-callcenter.xml''' file, import into the Salesforce Call Centers configuration, and modify the imported Salesforce Call Center.</li>
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# Test the Gplus Adapter 9.0 functionalities with the new Salesforce Call Center configuration.
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<li>To migrate from Gplus Adapter 8.5 to 9.0 in a '''Salesforce Classic''' environment, follow the steps in [[Documentation:HTCC:IWWDep:GplusSalesforceClassic|Integrating Gplus Adapter in Salesforce Classic]].</li>
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# If you're ready to migrate to the Salesforce Lightning production environment, follow the steps below:
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<!--<li>Gplus Adapter 9.0 provides two single sign-on (SSO) enabled options. If you are migrating Gplus Adapter 8.5 with SSO enabled, or are planning to start using SSO with Gplus Adapter 9.0, you can choose one of these two options:
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#* Repeat step 1 for the production Salesforce Call Center.</li>
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<ul>
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#* Remove users from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.
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<li>Gplus Adapter configured with [[xx|SSO and a third-party Identity Provider]] (IDP).</li>
 
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<li>Gplus Adapter integrated with [[GPSSO|Salesforce SSO as the IDP]]. This option provides an improved experience over the first option.</li>
 
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</ul>
 
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</li>-->
 
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<li>Add users to the new Salesforce Call Center you just imported and modified. See [[Documentation:HTCC:IWWDep:GPlusSalesforceLightning#setupAddUsers|Adding users to Call Center]] for more detailed steps. '''Tip''': For testing purposes, you can either add a new test user or remove an existing user from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.</li>
 
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<li>Test the Gplus Adapter 9.0 functionalities with the new Salesforce Call Center configuration.</li>
 
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<li>If you're ready to migrate to the Salesforce Lightning production environment, follow the steps below:
 
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<ol type="a">
 
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<li>Repeat step 1 for the production Salesforce Call Center.</li>
 
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<li>Remove users from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.</li>
 
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</ol>
 
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</li>
 
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</ol>
 
  
 
[[Category:V:HTCC:9.0.0DRAFT]]
 
[[Category:V:HTCC:9.0.0DRAFT]]
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<!--This is a copy of the https://docs.genesys.com/Documentation/HTCC/9.0.0DRAFT/IWWDep/GPlusMigration90 page-->
 

Latest revision as of 16:52, June 17, 2021

Migrating Gplus Adapter for Salesforce

Follow this procedure to migrate your existing Gplus Adapter 8.5 to Gplus Adapter 9.0 for Salesforce.

Important

You can run Gplus Adapter 8.5 and 9.0 in parallel during the migration testing phase.

Important
Before you migrate Gplus Adapter for Salesforce, you must first migrate Genesys Web Services and Workspace Web Edition.

Migration Procedure

Important
Ensure that Workspace Agent Desktop release 9 has been enabled in your environment.

Genesys recommends that you complete steps 1 to 3 in your Salesforce test environment first.

  1. To migrate from Gplus Adapter 8.5 to 9.0 in a Salesforce Lightning environment, follow the steps in Integrating Gplus Adapter in Salesforce Lightning to download the lightning-callcenter.xml file, import into the Salesforce Call Centers configuration, and modify the imported Salesforce Call Center.
  2. To migrate from Gplus Adapter 8.5 to 9.0 in a Salesforce Classic environment, follow the steps in Integrating Gplus Adapter in Salesforce Classic.
  3. Add users to the new Salesforce Call Center you just imported and modified. See Adding users to Call Center for more detailed steps.
    Tip
    For testing purposes, you can either add a new test user or remove an existing user from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.
  4. (Optional) Migrate 8.5 configuration option settings to 9.0.
  5. Test the Gplus Adapter 9.0 functionalities with the new Salesforce Call Center configuration.
  6. If you're ready to migrate to the Salesforce Lightning production environment, follow the steps below:
    • Repeat step 1 for the production Salesforce Call Center.
    • Remove users from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.
This page was last edited on June 17, 2021, at 16:52.
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