(Update with the copy of version: 9.0.0DRAFT) |
(Update with the copy of version: 9.0.0DRAFT) |
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| − | = | + | =Gplus Adapter for Salesforce (v9)= |
| − | Gplus Adapter | + | Genesys Engage offers Gplus Adapter functionality to integrate Genesys contact center interactions within the Salesforce environment. |
| + | |||
| + | The integrated solution presents a complete customer view allowing your contact center agents to service your customers. | ||
See the [[Documentation:System:SOE:GenesysWebServicesandApplications:Current|Web Services and Applications]] topic in the ''[[Documentation:System:SOE:Welcome:Current|Supported Operating Environment Reference]]'' for a list of the browsers supported for Gplus Adapter. | See the [[Documentation:System:SOE:GenesysWebServicesandApplications:Current|Web Services and Applications]] topic in the ''[[Documentation:System:SOE:Welcome:Current|Supported Operating Environment Reference]]'' for a list of the browsers supported for Gplus Adapter. | ||
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{{NoteFormat|The Gplus Adapter URL in Salesforce Call Center follows this format: <tt><nowiki>https://<your company name>/ui/crm-workspace/index.html</nowiki></tt><br /> | {{NoteFormat|The Gplus Adapter URL in Salesforce Call Center follows this format: <tt><nowiki>https://<your company name>/ui/crm-workspace/index.html</nowiki></tt><br /> | ||
|1}} | |1}} | ||
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| + | ==Salesforce Lightning and Salesforce Classic== | ||
| + | |||
| + | Gplus Adapter supports Salesforce Lightning for all Genesys media channels and Salesforce Classic for voice only. This document describes the common functionality and notes those features where support for Salesforce Classic is different from Salesforce Lightning. | ||
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| + | Gplus Adapter requires Salesforce Console in both Lightning and Classic. | ||
== How do I setup Gplus Adapter in Salesforce Lightning? == | == How do I setup Gplus Adapter in Salesforce Lightning? == | ||
| − | You can setup Gplus Adapter by following the procedures described in [[GPlusSalesforceLightning|Integrating Gplus Adapter in Salesforce]]. | + | You can setup Gplus Adapter by following the procedures described in [[GPlusSalesforceLightning|Integrating Gplus Adapter in Salesforce Lightning]]. |
| + | |||
| + | == How do I setup Gplus Adapter in Salesforce Classic? == | ||
| + | You can setup Gplus Adapter by following the procedures described in [[GPlusSalesforceClassic|Integrating Gplus Adapter in Salesforce Classic]]. | ||
== How do I migrate Gplus Adapter from an earlier version? == | == How do I migrate Gplus Adapter from an earlier version? == | ||
| − | + | See the [[Documentation:HTCC:MIG:UpgradeGplus:9.0.0|Migrating Gplus Adapter for Salesforce]] topic in the ''[[Documentation:HTCC:MIG:Welcome|Web Services and Applications Migration Guide]]'' to migrate your existing Gplus Adapter 8.5 to Gplus Adapter 9.0 for Salesforce. | |
== How do I configure Gplus Adapter functionality? == | == How do I configure Gplus Adapter functionality? == | ||
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You can configure the following Salesforce functionality: | You can configure the following Salesforce functionality: | ||
| − | * [[GPSSO|SSO]] | + | <!--* [[GPSSO|SSO]]--> |
* [[ClicktoDial|Click-to-dial]] | * [[ClicktoDial|Click-to-dial]] | ||
* [[ScreenPop|Screen Pop]] | * [[ScreenPop|Screen Pop]] | ||
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== How do I access Gplus Adapter? == | == How do I access Gplus Adapter? == | ||
| − | You can access Gplus Adapter by logging into Salesforce and clicking the phone icon at the bottom-left corner of the window. You will see a pop-up window where you can login with your Genesys credentials and start using the complete set of Genesys contact center functionalities. | + | You can access Gplus Adapter by logging into Salesforce and clicking the phone icon at the bottom-left corner of the window (bottom-right for Classic users). You will see a pop-up window where you can login with your Genesys credentials and start using the complete set of Genesys contact center functionalities. |
[[Category:V:HTCC:9.0.0]] | [[Category:V:HTCC:9.0.0]] | ||
Revision as of 20:38, September 28, 2020
Contents
- 1 Gplus Adapter for Salesforce (v9)
- 1.1 Salesforce Lightning and Salesforce Classic
- 1.2 How do I setup Gplus Adapter in Salesforce Lightning?
- 1.3 How do I setup Gplus Adapter in Salesforce Classic?
- 1.4 How do I migrate Gplus Adapter from an earlier version?
- 1.5 How do I configure Gplus Adapter functionality?
- 1.6 How do I access Gplus Adapter?
Gplus Adapter for Salesforce (v9)
Genesys Engage offers Gplus Adapter functionality to integrate Genesys contact center interactions within the Salesforce environment.
The integrated solution presents a complete customer view allowing your contact center agents to service your customers.
See the Web Services and Applications topic in the Supported Operating Environment Reference for a list of the browsers supported for Gplus Adapter.
Salesforce Lightning and Salesforce Classic
Gplus Adapter supports Salesforce Lightning for all Genesys media channels and Salesforce Classic for voice only. This document describes the common functionality and notes those features where support for Salesforce Classic is different from Salesforce Lightning.
Gplus Adapter requires Salesforce Console in both Lightning and Classic.
How do I setup Gplus Adapter in Salesforce Lightning?
You can setup Gplus Adapter by following the procedures described in Integrating Gplus Adapter in Salesforce Lightning.
How do I setup Gplus Adapter in Salesforce Classic?
You can setup Gplus Adapter by following the procedures described in Integrating Gplus Adapter in Salesforce Classic.
How do I migrate Gplus Adapter from an earlier version?
See the Migrating Gplus Adapter for Salesforce topic in the Web Services and Applications Migration Guide to migrate your existing Gplus Adapter 8.5 to Gplus Adapter 9.0 for Salesforce.
How do I configure Gplus Adapter functionality?
First set up corresponding Salesforce objects and configurations, then set Gplus options in Genesys Administrator Extension.
You can configure the following Salesforce functionality:
How do I access Gplus Adapter?
You can access Gplus Adapter by logging into Salesforce and clicking the phone icon at the bottom-left corner of the window (bottom-right for Classic users). You will see a pop-up window where you can login with your Genesys credentials and start using the complete set of Genesys contact center functionalities.