PEC-GPA/Current/Agent/GPASFLGettingStarted

• Agent

Logging in and getting ready to take call and handle Genesys Digital channels.

Related documentation:

• How Gplus Adapter for Salesforce works

How do I log in?

You can log into Gplus Adapter from within Salesforce doing the following:

1. Click the Genesys Gplus [Please login] icon in the Salesforce Utility Bar.

   

2. Follow the log in procedure. For more information about logging in, see Getting started in the Genesys Agent Workspace help.
3. After you successfully log in, you can start working in the Adapter main view.

If your company uses Single Sign-on (SSO), refer to Single Sign-on environments in the Genesys Agent Workspace help.

Warning

Logging in to Salesforce does not automatically log you in to Gplus Adapter. If the Adapter icon does not show your current Genesys Agent Workspace status, you are not logged in to Genesys and you cannot make or receive calls and other interactions.

Gplus Adapter main view

The Gplus Adapter button in the Salesforce Utility Bar displays your current status obtained from Agent Workspace. If Gplus Adapter is minimized, it still reflects changes to your current status. Refer to Getting started in the Agent Workspace Help for more information about your status and the status icons.

How do I see Gplus Adapter in my own language?

How do I log out?

Important

Genesys recommends that you log out of Gplus Adapter before you log out of Salesforce or close the last Salesforce tab.

To log off all channels and sign out of Gplus Adapter, click the agent icon and then select Exit. A modal pop-up window will open asking your confirmation to log out of the application. Click Exit. If your company does not use SSO, Adapter returns you to the login page, where you can enter your credentials again, if needed.

Ensure that you close all the interactions before logging out, otherwise you will see an error message.

If your company uses SSO, after you log out, you must click the Login link to start a new session. See the Agent Workspace help for details. NOTE: This feature is supported only for Cloud deployments.

Log in with single sign-on (SSO)

Important

This feature is supported only for Cloud deployments.

Log in to Salesforce as usual, click the Gplus Adapter button at the bottom-left corner of the Salesforce Utility Bar, enter your Genesys Username and click Next.

If Adapter is configured for SSO, you will be prompted to enter the Adapter credentials in the identity provider's (for example, Okta) login screen. Once you log in with the identity provider, you're redirected back to Adapter and automatically logged in. Alternatively, if you are already logged in with the identity provider, when you click Next, you will have immediate access to Adapter.

The identity provider differs for different organizations, so the login page of the identity provider might not be the same as the one in the image to the left.

Some contact centers use Salesforce as the identity provider. In this case, you will not be redirected to an identity provider login screen. Since you are already logged in to Salesforce, your identity is confirmed without you having to enter your password.