Jump to: navigation, search
Line 26: Line 26:
 
Open media is an interaction type that an agent might be required to handle besides the other non non-voice interactions such as email or chat. Open media is supported only in Salesforce Lightning Experience.
 
Open media is an interaction type that an agent might be required to handle besides the other non non-voice interactions such as email or chat. Open media is supported only in Salesforce Lightning Experience.
  
You can configure open media interactions for agents by using the options [[Workitem#openmedia.workitem-channels|openmedia.workitem-channels]], privilege.workitem-channels.can-use and [[GPAConfig#screenpop.openmedia.on-invite|screenpop.openmedia.on-invite]]
+
You can configure open media interactions for agents by using the options [[Workitem#openmedia.workitem-channels|openmedia.workitem-channels]], [[Workitem#privilege.workitem-channels.can-use|privilege.workitem-channels.can-use]], and [[GPAConfig#screenpop.openmedia.on-invite|screenpop.openmedia.on-invite]]
  
 
+
* Use [[Workitem#openmedia.workitem-channels|openmedia.workitem-channels]] option to specify the open media channels that are used by the agents.
When an agent receives an open media invite from a user, the adapter initiates a screen pop that causes Salesforce to show an appropriate record for the user. Based on the value set in the [[GPAConfig#screenpop.openmedia.on-invite|screenpop.openmedia.on-invite]] option, the adapter determines when to initiate a screen pop for open media items.{{Chgbar_close}}
+
* Use [[Workitem#privilege.workitem-channels.can-use|privilege.workitem-channels.can-use]] option to give privilege to the agents to use all the open media channels.
 
+
* Use [[GPAConfig#screenpop.openmedia.on-invite|screenpop.openmedia.on-invite]] option to specify screen pop timing.  
{{Chgbar_open}}{{NoteFormat|You can use this functionality only in Salesforce Lightning mode.}}{{Chgbar_close}}
 
  
 
[[Category:V:HTCC:8.5.2DRAFT]]
 
[[Category:V:HTCC:8.5.2DRAFT]]

Revision as of 11:35, April 20, 2018

Lightning Experience in Gplus Adapter for Salesforce - WWE Option

Important
Currently, the following functionality is not available in Lightning Experience:
  • The ability to resize the Adapter on demand
  • The ability to pop out the Adapter in a separate browser window

Configuration Options

The Lightning Experience in Salesforce supports all the same configuration options as Gplus Adapter for Salesforce - WWE Option which are described in detail on this page.

Activity Logging

Activity Logging for Lightning Experience functions the same as it does in GPlus Adapter for Salesforce. This includes compatibility for all options related to activity logging including those relating to templating, attached data, and field mapping.

Accessing the Activity Record

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.
    GPlus adp Lightning Refresh.png
  4. Clicking on an activity will open the Task window for that item.

Configuring Open Media Items

Open media is an interaction type that an agent might be required to handle besides the other non non-voice interactions such as email or chat. Open media is supported only in Salesforce Lightning Experience.

You can configure open media interactions for agents by using the options openmedia.workitem-channels, privilege.workitem-channels.can-use, and screenpop.openmedia.on-invite

Comments or questions about this documentation? Contact us for support!