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 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.
2. Now you should see the Package Installation Details page for the adapter. Click Continue.
   
   
   
3. On the Approve Package API Access page, click Next. You can modify these permissions after the package is installed.
4. 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.
5. 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

Configuring the Adapter in Salesfore

Prerequisites

• Installing the Adapter in Salesforce

Start

1. 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.
2. You can select Don't show me this page again and click Continue.
3. On the All Call Centers page, click Edit next to the Genesys Gplus for Salesforce.com entry.
4. 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
5. 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