Working with Gplus Adapter

Important

This content may not be the latest Genesys Engage cloud content. To find the latest content, go to Working with Gplus Adapter.

Gplus Adapter deployed in Salesforce Lightning enables you to handle Genesys contact center functions from Salesforce along with Salesforce-specific features such as updating activity history, screen pop, and click-to-dial.

How do I access Gplus Adapter?

If Gplus Adapter is configured in Salesforce Lightning, you will see a phone icon in the bottom-left corner of your screen. Click the phone icon and you will see a pop-up window where you can login with your Adapter credentials.

Integrating Interactions with Salesforce Lightning

Gplus Adapter integrates functionality of the following interaction types with Salesforce:

• Voice
• Chat
• Email
• Outbound Preview
• Open Media Workitems

For information about how to handle specific interaction types, refer to the Agent Desktop Help.

Pop out, moving and resizing Adapter

By default, the Adapter window launches in the bottom-left corner in the Salesforce environment.

If you want to move the Adapter window to a different location, undock (pop out) the window by clicking in the top-right corner of the Adapter window and drag it where you want to place it. Once you undock the window, you can move or resize the window as needed.

You can dock (restore) the window back to its original position by clicking .

The Adapter window can be manually maximized and minimized by clicking .

Interaction events that trigger Adapter to be maximized

If you have minimized Adapter to handle other tasks in Salesforce, the Adapter window is automatically maximized by the following events:

• Receiving voice, chat, email, or workitem interactions
• Releasing interactions
• Marking Done interactions
• Receiving connections error notifications
• Receiving confirmation that an interaction has been processed

Supported features

Gplus Adapter includes some features that integrate with Salesforce Lightning environment. This means that actions that you take in Salesforce or Gplus Adapter can be seamlessly passed to each other.

The integrated features are:

• Click-to-dial
• Screen pops
• Activity history

Handling multiple calls

If you are on a call with an internal target as a second call while you are already handling a customer's call, then Adapter will create the Salesforce activity history only when the customer's call is active.

Important

If you are using the Mozilla Firefox browser and making a consultation call, you might not be able to enter an agent's number occasionally. The workaround is to minimize and maximize the Adapter window or click anywhere in the Salesforce window. This is a Salesforce known limitation and it occurs intermittently.

Reconnecting Genesys Server

When working with Adapter, if you are disconnected from Genesys server due to some reason, you will receive appropriate notifications. Follow the instructions in the notifications to have you connected back to the server. For more information about these notifications, see Handling a system disconnection in the Genesys Agent Desktop help.

Related documentation

• To learn how to use Gplus Adapter, see the Genesys Agent Desktop help.