Documentation:HTCC:Dep:GplusSalesforceDeploy:8.5.2DRAFT

Installing and Configuring the Adapter in Salesforce

Complete the procedures on this page to install and configure the Gplus Adapter for Salesforce in your Salesforce environment.

Installing the Adapter in Salesforce

Prerequisites

• You have installed and configured Workspace Web Edition & Web Services.
• You have set up SSL.

Start

1. Click here to install the latest Gplus Adapter for Salesforce package.
   Important

   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 Workspace Web Edition & Web Services .war file. To get a copy of the file, navigate to the following URL:

   http://<WWEWS_HOST>:<WWEWS_PORT>/ui/cti/callcenterdef/GPlusForSalesforceCallCenterDef.xml

   • <WWEWS_HOST> is your Workspace Web Edition & Web Services host name or IP address.
   • <WWEWS_PORT> is your Workspace Web Edition & Web Services port.

   You can save this file locally and then upload to Salesforce to create a new call center.
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.

End

Configuring the Adapter in Salesfore

Prerequisites

• Installing the Adapter in Salesforce

Start

1. Login to Salesforce, then click Setup in the top right corner of the page.
2. Click Installed Packages. Genesys Gplus for Salesforce should appear under the Installed Packages list.
   OR
   In the Search field, enter Call Centers. You should see Call Centers appear in the results. Click Call Centers and it should take you to the Introducing Salesforce CRM Call Center page. You can tell Salesforce to hide this screen in the future.
3. Click Continue to take you to the Genesys Gplus for Salesforce page.
4. Click Edit.
5. Replace all instances of GWS_HOST:GWS_PORT with the correct host and port for your installation of Genesys Web Services. There are three places to edit:
   • CTI Adapter URL
6. The remaining options available on the screen may also be modified if required:

• Use CTI API
• Softphone Height

Click Manage Call Center Users.

After clicking, assign the appropriate profile(s) under Assign to Profiles, then click Save.

To view the Gplus Adapter, choose Sample Console from the drop-down menu at the top-right of page. The Gplus Adapter should appear.

End

Configuring Screen Pops in Salesforce

TBD

Next Steps

• Configuring the Adapter in your Genesys Environment