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(Update with the copy of version: 8.5.2DRAFT)
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<li>Go to [https://login.salesforce.com/packaging/installPackage.apexp?p0=04to0000000A3C5 Salesforce] to install the package</li>
 
<li>Go to [https://login.salesforce.com/packaging/installPackage.apexp?p0=04to0000000A3C5 Salesforce] to install the package</li>
 
<li>Log in with your Salesforce <tt>username</tt> and <tt>password</tt></li>
 
<li>Log in with your Salesforce <tt>username</tt> and <tt>password</tt></li>
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<li>On the <tt>Package Installation Details</tt> page, you will see <tt>Genesys Gplus for Salesforce.com</tt>, version 1, then choose <tt>Continue</tt></li>
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<li>On the <tt>Package Installation Details</tt> page, you will see <tt>Genesys Gplus for Salesforce</tt>, version 1, then choose <tt>Continue</tt></li>
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<li>On the <tt>Genesys Gplus for Salesforce.com Step 1</tt> page, choose the appropriate <tt>Extended Object Permissions</tt>, then choose <tt>Next</tt></li>
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<li>On the <tt>Genesys Gplus for Salesforce Step 1</tt> page, choose the appropriate <tt>Extended Object Permissions</tt>, then choose <tt>Next</tt></li>
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<li>On the <tt>Genesys Gplus for Salesforce.com Step 2</tt> page, choose the appropriate security levels, then choose <tt>Next</tt></li>
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<li>On the <tt>Genesys Gplus for Salesforce Step 2</tt> page, choose the appropriate security levels, then choose <tt>Next</tt></li>
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<li>On the <tt>Genesys Gplus for Salesforce.com Step 3</tt> page, choose <tt>Install</tt>. You should see a message saying <tt>"Your package is being installed. When installation is complete, you may edit your configuration and deploy the package"</tt></li>
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<li>On the <tt>Genesys Gplus for Salesforce Step 3</tt> page, choose <tt>Install</tt>. You should see a message saying <tt>"Your package is being installed. When installation is complete, you may edit your configuration and deploy the package"</tt></li>
 
<li>When your installation is complete, you will see the page <tt>Genesys Gplus for Salesforce (Managed)</tt> and the note <tt>Installation Complete</tt></li>
 
<li>When your installation is complete, you will see the page <tt>Genesys Gplus for Salesforce (Managed)</tt> and the note <tt>Installation Complete</tt></li>
 
</ol>
 
</ol>

Revision as of 19:38, February 19, 2015

Deployment

This is part of the Salesforce Gplus Adapter section of the Workspace Web Edition & Web Services Deployment Guide.


Overview

These instructions will assist you as you set up your Salesforce Gplus Adapter for use with Genesys Web Services.

Setup Instructions

  1. Go to Salesforce to install the package
  2. Log in with your Salesforce username and password
  3. On the Package Installation Details page, you will see Genesys Gplus for Salesforce, version 1, then choose Continue
  4. On the Genesys Gplus for Salesforce Step 1 page, choose the appropriate Extended Object Permissions, then choose Next
  5. On the Genesys Gplus for Salesforce Step 2 page, choose the appropriate security levels, then choose Next
  6. On the Genesys Gplus for Salesforce Step 3 page, choose Install. You should see a message saying "Your package is being installed. When installation is complete, you may edit your configuration and deploy the package"
  7. When your installation is complete, you will see the page Genesys Gplus for Salesforce (Managed) and the note Installation Complete

Outbound

To enable outbound functionality for the functionality, you will need:

  • A working outbound solution
  • The api-voice-outbound feature should be included in the feature-defintions.json file and set autoAssignOnContactCenterCreate:true for premise implementations.
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