Revision as of 02:08, March 24, 2015

Installing and Configuring the Adapter in Salesforce

Prerequisites

Start

Click here to install the latest Gplus Adapter for Salesforce package in Salesforce. If you're not logged in, Salesforce prompts you for your username and password.
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.
Now you should see the Package Installation Details page for the adapter. Click Continue.
On the Approve Package API Access page, click Next. You can modify these permissions after the package is installed.
On the Choose security level page, select a security level. 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 Select security settings. Click Next.
On the Install Package page, click Install. When the adapter is installed, you should be redirected to the Genesys Gplus for Salesforce (Managed) page.

End

Prerequisites

Start

If you haven't already, login to Salesforce and go to Setup > Build > Customize > Call Center > Call Centers. You should see the Introducing Salesforce CRM Call Center page.
You can select Don't show me this page again and click Continue.
On the All Call Centers page, click Edit next to the Genesys Gplus for Salesforce.com entry.
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
The remaining options available on the screen may also be modified if required:

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

TBD

@@ Line 30: / Line 30: @@
 '''Start'''
 <ol>
-<li>Login to Salesforce, then click '''Setup''' in the top right corner of the page.</li>
+<li>If you haven't already, login to Salesforce and go to '''Setup > Build > Customize > Call Center > Call Centers'''. You should see the '''Introducing Salesforce CRM Call Center''' page.</li>
-<li>Click '''Installed Packages'''. '''Genesys Gplus for Salesforce''' should appear under the '''Installed Packages''' list.
+<li>You can select '''Don't show me this page again''' and click '''Continue'''. </li>
-<br/>OR<br/>
+<li>On the '''All Call Centers''' page, click '''Edit''' next to the Genesys Gplus for Salesforce.com entry.
-In the '''Search''' field, enter <tt>Call Centers</tt>. You should see <tt>Call Centers</tt> appear in the results. Click <tt>Call Centers</tt> and it should take you to the '''Introducing Salesforce CRM Call Center''' page. You can tell Salesforce to hide this screen in the future. </li>
-<li>Click '''Continue''' to take you to the '''Genesys Gplus for Salesforce''' page.</li>
-<li>Click '''Edit'''.</li>
 <li>Replace all instances of <tt>GWS_HOST:GWS_PORT</tt> with the correct host and port for your installation of Genesys Web Services. There are three places to edit:
 <ul>