Latest revision as of 04:06, November 9, 2023

Installing and configuring the adapter in Salesforce

Installing the adapter in Salesforce

Prerequisites

You have installed and configured Web Services.
You have set up SSL for Jetty. For more information, see Configure SSL.

Start

Open the following URL to install the latest Gplus Adapter for Salesforce package in Salesforce: https://login.salesforce.com/packaging/installPackage.apexp?p0=04to0000000C3VD
If you're not logged in, Salesforce prompts for your username and password.
Now you should see the Install Genesys Gplus Adapter for Salesforce page. Select an installation type. Generally, you should select Grant access to all users, but if you want to limit access to the adapter to specific profiles, then you can choose Install for Specific Profiles .... Click Install.
When you see the "Installation Complete!" message, click Done.

You should be redirected to the Installed Packages page, with "Genesys Gplus for Salesforce" included in the list.

End

Configuring the adapter in Salesforce

Complete this procedure to define your call center in Salesforce. The call center was created when you installed the Gplus Adapter for Salesforce package.

Start

If you haven't already, login to Salesforce and go to Setup > Build > Customize > Call Center > Call Centers. Or, you can search for "Call Centers" in the Search All Setup field and select the "Call Centers" result. You should see the Introducing Salesforce CRM Call Center page. Note: You must have administrator privileges.
You can select Don't show me this page again if you want to hide the page in the future, and click Continue.
On the All Call Centers page, click Edit next to the Genesys Gplus for Salesforce entry.
In the CTI Adapter URL field, replace GWS_HOST:GWS_PORT with the correct host and port for your installation of Web Services. For example: https://198.51.100.23:8090/ui/crm-adapter/index.html?crm=salesforce

If you're enabling single sign-on in the adapter, add the authType=saml parameter to the CTI Adapter URL. For example: https://198.51.100.23:8090/ui/crm-adapter/index.html?crm=salesforce&authType=saml

You should leave the other options at their default values so the adapter works correctly in Salesforce.
Click Save.
Click Manage Call Center Users and then click Add users.
On the Search for New Users page, you can enter search criteria to find users. Select the ones you want to be able to use the adapter and click Add to Call Center.

Your selected users are added to the list. You can remove a user on this page at any time.
To access the adapter in Salesforce Classic, look for it in the left pane of your browser; in Salesforce Console, click the Phone button in the bottom right corner.

The adapter in Salesforce Classic.

The adapter in Salesforce Console.

End

Configuring screen pops in Salesforce

When an agent receives an external call, the adapter can initiate a screen pop that causes Salesforce to show an appropriate record for the caller. To set up this functionality in Salesforce, login and go to Setup > Customize > Call Center > SoftPhone Layouts to create a SoftPhone Layout. Check out the Salesforce documentation for details about configuration.

In general, there are a couple of things to consider when you set up a SoftPhone Layout for the adapter:

The Gplus Adapter for Salesforce ignores the SoftPhone Layout settings that control call-related fields. Instead, the adapter gets this information from Toast and case data you configure in the Genesys environment.
Make sure you configure the Screen Pop Settings in the "CTI 2.0 or Higher Settings" section. These settings control whether the screen pop opens in a new window, tab, or Visualforce page.

See Screen pop for more information about configuring screen pops in your Genesys environment.

@@ Line 1: / Line 1: @@
 = Installing and configuring the adapter in Salesforce =
 __TOC__
 Complete the procedures on this page to install and configure the Gplus Adapter for Salesforce in your Salesforce environment.
-* If you're a new customer, follow the procedure Installing Gplus Adapter for Salesforce for new users.
-* If you're an existing customer, follow the procedure Installing Gplus Adapter for Salesforce for existing users.
-==Installing Gplus Adapter for Salesforce for new users==
+==Installing the adapter in Salesforce==
+'''Prerequisites'''
+* [[InstallingAndDeploying|You have installed and configured Web Services.]]
+* You have set up SSL for Jetty<!--Workspace Web Edition & Web Services-->. For more information, see {{#Widget:ExtLink|link=https://wiki.eclipse.org/Jetty/Howto/Configure_SSL|displaytext=Configure SSL}}.
+'''Start'''
+<ol>
+<li>Open the following URL to install the latest Gplus Adapter for Salesforce package in Salesforce: {{#Widget:ExtLink|link=https://login.salesforce.com/packaging/installPackage.apexp?p0=04to0000000C3VD|displaytext=https://login.salesforce.com/packaging/installPackage.apexp?p0=04to0000000C3VD}}
+<br/>
+If you're not logged in, Salesforce prompts for your username and password.
+<!-- Removed per Chris Munn 02-15-2017
+{{NoteFormat|The Salesforce installation package includes a call center definition. If you need to create additional call centers, you can find the latest call center definition file in the Web Services .war file. To get a copy of the file, navigate to the following URL:
+<tt><nowiki>http://<WS_HOST>:<WS_PORT>/ui/cti/callcenterdef/GPlusForSalesforceCallCenterDef.xml</nowiki></tt>
+*<tt><WS_HOST></tt> is your Web Services host name or IP address.
+*<tt><WS_PORT></tt> is your Web Services port.
+You can save this file locally and then upload to Salesforce to create a new call center. }}
+-->
+</li>
+<li>Now you should see the '''Install Genesys Gplus Adapter for Salesforce''' page. Select an installation type. Generally, you should select '''Grant access to all users''', but if you want to limit access to the adapter to specific profiles, then you can choose '''Install for Specific Profiles ...'''. Click '''Install'''.
+<br/><br/>[[File:GplusSFInstall1.png|border|center]]<br/></li>
+<li>When you see the "Installation Complete!" message, click '''Done'''.
+<br/><br/>[[File:GplusSFDone1.png|border|center]]<br/>
+You should be redirected to the '''Installed Packages''' page, with "Genesys Gplus for Salesforce" included in the list.</li>
+[[File:GplusSFInstalledPackages1.png|border|center]]<br/></li>
+</ol>
+'''End'''
-== Creating a Gplus Adapter URL ==
+==Configuring the adapter in Salesforce==
-From the Agent Workspace URL, copy the domain name and substitute it in the following URL:
+Complete this procedure to define your call center in Salesforce. The call center was created when you installed the Gplus Adapter for Salesforce package.
+<br/><br/>
-<tt>https://<domain-name>/ui/crm-workspace/index.html?crm=salesforce</tt>
+'''Start'''
+<ol>
-== Configuring Gplus Adapter for Salesforce - Workspace Web Edition(WWE) ==
+<li>If you haven't already, login to Salesforce and go to '''Setup > Build > Customize > Call Center > Call Centers'''. Or, you can search for "Call Centers" in the '''Search All Setup''' field and select the "Call Centers" result. You should see the '''Introducing Salesforce CRM Call Center''' page. '''Note:''' You must have administrator privileges. </li>
-Follow these steps:
+<li>You can select '''Don't show me this page again''' if you want to hide the page in the future, and click '''Continue'''. </li>
+<li>On the '''All Call Centers''' page, click '''Edit''' next to the Genesys Gplus for Salesforce entry.
-[[File:CTI_URLConfiguration.png|700px]]
+<li>In the '''CTI Adapter URL''' field, replace <tt>GWS_HOST:GWS_PORT</tt> with the correct host and port for your installation of [[InstallingAndDeploying|Web Services]]. For example: <tt><nowiki>https://198.51.100.23:8090/ui/crm-adapter/index.html?crm=salesforce</nowiki></tt>
-#Click the gear icon in the top right corner and then click '''Setup'''.
+<br/><br/>
-#Using the '''Quick Find''' field, search for and access the '''Call Centers setup''' page.
+If you're enabling single sign-on in the adapter, add the <tt>authType=saml</tt> parameter to the '''CTI Adapter URL'''. For example: <tt><nowiki>https://198.51.100.23:8090/ui/crm-adapter/index.html?crm=salesforce&authType=saml</nowiki></tt>
-#From the '''Call Center''' settings page, using the '''Import''' functionality, import the {{Repository|crm-workspace-callcenter.xml||crm-workspace-callcenter.xml}} file from your computer. If you have not already downloaded the file, download it from {{Repository|crm-workspace-callcenter.xml||here}}.
+<br/><br/>
-#From the '''All Call Centers''' list, click the '''Call Center''' you just imported. For example, Gplus85.
+You should leave the other options at their default values so the adapter works correctly in Salesforce.
-#In the '''CTI Adapter URL''' field, specify the Adapter URL that you constructed in the '''Creating a Gplus Adapter URL''' section. For example, <nowiki>https://www.genesysgplustest.com/ui/crm-workspace/index.html?crm=salesforce</nowiki>
+<br/><br/>[[File:GplusCCDetails.png|border|center]]</li>
-#Set '''Salesforce Compatibility mode''' to '''Classic_and_Lightning'''.
+<li>Click '''Save'''.</li>
-#Save the changes.
+<li>Click '''Manage Call Center Users''' and then click '''Add users'''.
+<br/><br/>[[File:GplusSFAddUser.png|border|center]]</li>
-== Adding users to Call Center ==
+<li>On the '''Search for New Users''' page, you can enter search criteria to find users. Select the ones you want to be able to use the adapter and click '''Add to Call Center'''.
-The next step after you setup your Adapter is to add users to your call center. You must add at least one user to your call center.
+<br/><br/>[[File:GplusSFSearchUser.png|border|center]]
+Your selected users are added to the list. You can remove a user on this page at any time.
-#In the '''Call Centers setup''' page, click '''Manage Call Center Users'''.
+<br/><br/>[[File:GplusSFAddedUsers.png|border|center]]</li>
-#Click '''Add More Users'''.
+<li>To access the adapter in Salesforce Classic, look for it in the left pane of your browser; in Salesforce Console, click the '''Phone''' button in the bottom right corner.
-#Search the interface to find the users you want to add to Gplus Adapter for Salesforce - Workspace Web Edition (WWE).
+[[File:GplusSFClassic.png|frame|center|The adapter in Salesforce Classic.]]
-#Select the users you want to add and click '''Add to Call Center'''.
+[[File:GplusSFServiceCloud.png|frame|center|The adapter in Salesforce Console.]]
+</li>
-== Configuring the Utility bar ==
+</ol>
-#In the setup page, using the '''Quick Find''' field, search for and access the '''App Manager settings''' page.
+'''End'''
-#Create a new application by clicking '''New Lightning App'''. Follow the steps in the [https://trailhead.salesforce.com/en/content/learn/modules/lightning_app_builder Lightning App creation procedure] in Salesforce documentation.
-#When creating a new Lightning app, follow the additional steps below to configure the utility items for your Gplus Adapter for Salesforce - Workspace Web Edition (WWE).
-#:*In the '''App Options''' step, ensure that you select '''Console Navigation'''. Gplus Adapter for Salesforce - Workspace Web Edition(WWE) does not support Standard Navigation.
-#:*In the '''Utility Items''' step, add '''Open CTI Softphone''' by clicking '''Add Utility Item'''.
-#:*For the soft phone, you can modify the display properties such as '''Label''', '''Panel Width''', and '''Panel Height'''.
-#:*Select '''Start automatically''' to start loading the data when the Gplus Adapter first opens to ensure that it initializes immediately; otherwise, Gplus Adapter does not load until an agent first opens it from the '''Utility Bar'''. If Gplus Adapter for Salesforce - Workspace Web Edition (WWE) is not initialized immediately, then agents do not receive voice calls until they first open the application.
-#:[[File:GplusLightUtility.png|700px]]
-#Specify '''Navigation Items''' and '''User Profiles''' for the new Lightning app by referring to Salesforce documentation.
-#Save the application.
-== Accessing Gplus Adapter for Salesforce - WWE Option==
-=== Classic Mode ===
-You can access Gplus Adapter in Salesforce Console by clicking the phone icon in the bottom-right corner.
-[[File:AccessGplusAdapterinSF.png|750px]]
-=== Lightning Mode ===
-You can access Gplus Adapter in Salesforce Lightning by clicking the phone icon in the bottom-left corner.
-[[File:AccessGplusAdapterinSFLightning.png|750px]]
 ==Configuring screen pops in Salesforce==
@@ Line 64: / Line 68: @@
 See [[Documentation:HTCC:IWWDep:GPAA#Screen_pop|Screen pop]] for more information about configuring screen pops in your Genesys environment.
-==Installing Gplus Adapter for Salesforce for new users==
-For Customers Already Using Gplus Adapter for Salesforce Package
-Go to setup and type “Packages” in the quick search.
-Select installed packages.
-Select “Genesys Gplus for Salesforce (Managed)”.
-Click on View Components.
-Open the call center configured in the package (Genesys Gplus for Salesforce).
-Click on clone.
-Fill out the internal name field and click on save.
-Add indented users to the cloned call center.
-Check if agents are able to access the call center fine.
-Uninstall the package “Genesys Gplus for Salesforce (Managed)” by following steps 1 - 4 and clicking on "Uninstall".
 [[Category:V:HTCC:8.5.2DRAFT]]

Latest revision as of 04:06, November 9, 2023

Installing and configuring the adapter in Salesforce

Contents

Installing the adapter in Salesforce

Configuring the adapter in Salesforce

Configuring screen pops in Salesforce

Contact

Genesys

Customer Care

Legal