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(→‎Enabling Lightning in Salesforce)
(→‎Setting Up The Adapter In Lightning)
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<li>Select {{Repository|lightning-callcenter.xml|af152804-d539-4c10-991f-d0d507ec1a37|lightning-callcenter.xml}}.
 
<li>Select {{Repository|lightning-callcenter.xml|af152804-d539-4c10-991f-d0d507ec1a37|lightning-callcenter.xml}}.
 
<br/>{{Editgrn_open}}'''Author note''': The dev instructions [http://internalwiki.us.int.genesyslab.com/dev_teams/index.php/CRM_Workspace_-_Lightning_Setup_Guide HERE] mention the file being in the repository. Just in case, I've added it to the Web Services repository [http://alfresco.genesyslab.com/share/page/site/genesys-public/documentlibrary#filter=path%7C%2FWorkspace%2520Web%2520Edition%2520%2526%2520Web%2520Services%2F8.5%7C&page=1 HERE]{{Editgrn_close}}.</li>
 
<br/>{{Editgrn_open}}'''Author note''': The dev instructions [http://internalwiki.us.int.genesyslab.com/dev_teams/index.php/CRM_Workspace_-_Lightning_Setup_Guide HERE] mention the file being in the repository. Just in case, I've added it to the Web Services repository [http://alfresco.genesyslab.com/share/page/site/genesys-public/documentlibrary#filter=path%7C%2FWorkspace%2520Web%2520Edition%2520%2526%2520Web%2520Services%2F8.5%7C&page=1 HERE]{{Editgrn_close}}.</li>
−
<li>From the call center page, click '''GPlusLightning'''.</li>
+
{{Chgbar_open}}<li>Click '''Import'''. </li>
 +
<li>From '''All Call Centers''' list, click the call center you just imported. For example, '''GPlusLightning'''.</li>{{Chgbar_close}}
 
<li>Click '''Edit'''.</li>
 
<li>Click '''Edit'''.</li>
 
<li>Replace 'GWSHOST' and 'GWSPORT' in the CTI Adapter URL to the host and port of the adapter in your environment.</li>
 
<li>Replace 'GWSHOST' and 'GWSPORT' in the CTI Adapter URL to the host and port of the adapter in your environment.</li>
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[[File:GPlus adp Lightning appmanager.png|200px|thumbnail|center]]
 
[[File:GPlus adp Lightning appmanager.png|200px|thumbnail|center]]
 
</li>
 
</li>
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<li>On the far right side of the Lightning app, click on the menu of the adapter you wish to use.</li>
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{{Chgbar_open}}<li>In the apps list, click the '''Show more actions''' drop down on the far right side of the adapter app you wish to use.</li> <br/>
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'''Note:''' If you do not see any apps in the list, you can create one by clicking '''New Lightning App'''.{{Chgbar_close}}
 
<li>Click '''Edit'''.</li>
 
<li>Click '''Edit'''.</li>
 
<li>Click '''Utility Bar'''.</li>
 
<li>Click '''Utility Bar'''.</li>

Revision as of 13:28, July 10, 2017

Enabling Lightning Experience

entire page is new

If you're using the WWE option, complete the procedures on this page to enable, set up, and access Lightning in your Salesforce environment.

Enabling Lightning in Salesforce

Start

  1. Log into the Salesforce environment.
  2. From the Setup page, select Lightning Experience in the bar on the left side.
    Note: If in Salesforce Classic mode, click the Setup menu and then the Get Started button found in the left-hand navigation bar.
  3. In the Lighting Experience window, select Turn It On.
  4. Change the toggle to the Enabled state.
    GPlus adp Lightning Enabled.png
  5. A modal will pop up; click the Finish Enabling Lightning Experience button in the modal.
    GPlus adp Lightning Modal.png
  6. In the dropdown labeled with the agent’s name at the top of the Salesforce classic view, click Switch to Lightning Experience.
    GPlus adp Lightning LightningExperience.png

Finish

Setting Up The Adapter In Lightning

Start

  1. Go to the Setup page by clicking on the gear icon in the top right corner and clicking Setup.
  2. Using the quick find field, search for and access the Call Centers settings page.
    GPlus adp Lightning callcenters.png
  3. Click Import.
  4. Click Choose File.
  5. Select lightning-callcenter.xml.
    Author note: The dev instructions HERE mention the file being in the repository. Just in case, I've added it to the Web Services repository HERE.
  6. Click Import.
  7. From All Call Centers list, click the call center you just imported. For example, GPlusLightning.
  8. Click Edit.
  9. Replace 'GWSHOST' and 'GWSPORT' in the CTI Adapter URL to the host and port of the adapter in your environment.
  10. Click Save.
  11. Click Manage Call Center Users.
  12. Click Add More Users.
  13. Search the interface to find the users you want to add to the Lightning adapter.
    Important
    A user cannot be added to both the Lightning and non-Lightning adapters
    .
  14. Select the users you want to add and click Add to Call Center.
  15. Using the quick find field, access the App Manager settings page.
    GPlus adp Lightning appmanager.png
  16. In the apps list, click the Show more actions drop down on the far right side of the adapter app you wish to use.

    17. Note: If you do not see any apps in the list, you can create one by clicking New Lightning App.
  17. Click Edit.
  18. Click Utility Bar.
  19. From the Utility Bar window, click Add and select "Open CTI Softphone".
  20. Change the Label field to "Workspace".
  21. Click Done.

Finish

Accessing the Adapter

Start

  1. In the top-left corner, click on the App Launcher icon:
    GPlus adp Lightning applaunchericon.png
  2. Select the app that you created when setting up the adapter.
  3. Click Workspace from the bar at the bottom-left to open the adapter.
  4. Log in to the Adapter.

Finish

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