Difference between revisions of "PEC-GPA/HIW"

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{{HIW
 
{{HIW
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|product=
 
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|Standalone=
 
 
|DisplayName=How Gplus Adapter for Salesforce works
 
|DisplayName=How Gplus Adapter for Salesforce works
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|Application=Agent Desktop, Agent Setup
 
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|Role=Administrator, Agent
 
 
|TocName=Gplus Adapter SF
 
|TocName=Gplus Adapter SF
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|Platform=GenesysEngage-onpremises
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|Context=Gplus Adapter for Salesforce enables the integration of Agent Workspace within the Salesforce environment to handle Genesys contact center interactions.
 
|ComingSoon=No
 
|ComingSoon=No
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|Context=Gplus Adapter for Salesforce enables the integration of Workspace Agent Desktop within the Salesforce environment to handle Genesys contact center interactions.
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|Platform=GenesysEngage-cloud
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|Role=Administrator, Agent
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|Application=Agent Workspace, Agent Setup
 
|featurename=Gplus Adapter for Salesforce
 
|featurename=Gplus Adapter for Salesforce
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|ShortDescription=Gplus Adapter for Salesforce enables the integration of Workspace Agent Desktop within the Salesforce Lightning environment to handle Genesys contact center interactions.
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|ShortDescription=Gplus Adapter for Salesforce enables the integration of Agent Workspace within the Salesforce environment to handle Genesys contact center interactions.
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|overviewtext=Gplus Adapter for Salesforce enables the integration of Workspace Agent Desktop within the Salesforce environment to handle Genesys contact center interactions. The integrated solution presents a complete customer view allowing your contact center agents to service your customers. It supports Salesforce Click-to-dial, Screen Pops, and Activity History.
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|overviewtext=Gplus Adapter for Salesforce enables the integration of Agent Workspace within the Salesforce environment to handle Genesys contact center interactions. The integrated solution presents a complete customer view allowing your contact center agents to service your customers. It supports Salesforce Click-to-dial, Screen Pops, and Activity History.
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|featureoverview=You must integrate Gplus Adapter with Salesforce so that your agents can handle interactions with the Genesys Workspace {{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=AD|display text=Agent Desktop}} from within Salesforce Lightning.
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|featureoverview=You must integrate Gplus Adapter with Salesforce so that your agents can handle interactions with the Genesys Workspace {{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=AD|display text=Agent Workspace}} from within Salesforce. See the {{Link-Standalone|topic=PEC-GPA/HIW|anchor=Diagram|display text=architecture diagram}} at the bottom of this page to see how it works.
 
|FeatureSection={{FeatureSection
 
|FeatureSection={{FeatureSection
 
|featureheading=Set up and access Gplus Adapter in Salesforce
 
|featureheading=Set up and access Gplus Adapter in Salesforce
 
|relatedapps=Agent Setup
 
|relatedapps=Agent Setup
 
|users=Administrators
 
|users=Administrators
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|anchor=
 
 
|description=To integrate Gplus Adapter into Salesforce, perform the Following steps:
 
|description=To integrate Gplus Adapter into Salesforce, perform the Following steps:
  
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#Enable Lightning in your Salesforce environment.
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#(Optional) Enable Lightning in your Salesforce environment.
 
#Integrate Gplus Adapter in Salesforce.
 
#Integrate Gplus Adapter in Salesforce.
 
#Add users to your Call Center.
 
#Add users to your Call Center.
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}}{{FeatureSection
 
}}{{FeatureSection
 
|featureheading=Using Gplus Adapter for Salesforce
 
|featureheading=Using Gplus Adapter for Salesforce
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|relatedapps=Agent Desktop
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|relatedapps=Agent Workspace
 
|users=Agents
 
|users=Agents
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|anchor=
 
 
|description=As an agent, you can use Gplus Adapter to handle calls, chats, emails, or other media channels interactions without navigating away from your Salesforce environment.
 
|description=As an agent, you can use Gplus Adapter to handle calls, chats, emails, or other media channels interactions without navigating away from your Salesforce environment.
 
|relatedarticles={{Link-AnywhereElse|product=PEC-GPA|version=Current|manual=Agent|topic=GPASFL|display text=Gplus Adapter for Salesforce Agent's Guide}}
 
|relatedarticles={{Link-AnywhereElse|product=PEC-GPA|version=Current|manual=Agent|topic=GPASFL|display text=Gplus Adapter for Salesforce Agent's Guide}}
 
}}
 
}}
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|HIWSection=
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|HIWSection={{HIWSection
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|HIWSectionHeading=How Gplus Adapter integrates Salesforce with Genesys Interactions
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|HIWSectionAlignment=Vertical
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|HIWSectionGif=No
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|HIWSectionAnchor=Diagram
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|HIWSectionText=[[File:GAPI 900 Architecture Diagram.png]]
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Gplus Adapter for Salesforce integrates Genesys Agent Workspace ({{Link-Standalone|topic=PEC-AD/HIW}}) with five key Salesforce features:
 +
 
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*{{Link-AnywhereElse|product=PEC-GPA|version=Current|manual=Administrator|topic=GplusScreenPop90|display text=Screen Pop}} – Gplus finds, obtains, or creates a Salesforce record which is displayed as a screen pop to the user during each interaction.
 +
*{{Link-AnywhereElse|product=PEC-GPA|version=Current|manual=Administrator|topic=GplusClickToDial90|display text=Click-to-dial}} – a user starts an outbound call to a phone number displayed within a Salesforce record.
 +
*{{Link-AnywhereElse|product=PEC-GPA|version=Current|manual=Administrator|topic=GplusActivityHistory90|display text=Activity Task}} – Gplus creates an Activity Task, also known as a Call Log, and associates the task to the Salesforce record opened by Screen Pop or Click-to-dial.
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*{{Link-AnywhereElse|product=PEC-GPA|version=Current|manual=Administrator|topic=GPlusGenFeatures|anchor=RunApex|display text=Run Apex}} – Gplus (optionally) invokes the Salesforce Apex when an interaction transitions between states.
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*{{Link-AnywhereElse|product=PEC-GPA|version=Current|manual=Administrator|topic=GPlusGenFeatures|anchor=SCAPI|display text=Service Client API}} (SCAPI) – Salesforce (optionally) invokes the Gplus Service Client API (SCAPI).
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}}
 
|advanced=No
 
|advanced=No
 
}}
 
}}

Latest revision as of 19:20, July 28, 2022

Gplus Adapter for Salesforce enables the integration of Agent Workspace within the Salesforce environment to handle Genesys contact center interactions.

What Gplus Adapter for Salesforce does[edit source]

Gplus Adapter for Salesforce enables the integration of Agent Workspace within the Salesforce environment to handle Genesys contact center interactions. The integrated solution presents a complete customer view allowing your contact center agents to service your customers. It supports Salesforce Click-to-dial, Screen Pops, and Activity History.

How Gplus Adapter for Salesforce works[edit source]

You must integrate Gplus Adapter with Salesforce so that your agents can handle interactions with the Genesys Workspace Agent Workspace from within Salesforce. See the architecture diagram at the bottom of this page to see how it works.

Set up and access Gplus Adapter in Salesforce

Agent-setup.png
Agent Setup

Players: Administrators

Actions: To integrate Gplus Adapter into Salesforce, perform the Following steps:

  1. (Optional) Enable Lightning in your Salesforce environment.
  2. Integrate Gplus Adapter in Salesforce.
  3. Add users to your Call Center.
  4. Configure the Utility bar for Gplus Adapter for the agents to easily access the application.
  5. Configure the Gplus Adapter features in Agent Setup.
  6. Configure Gplus Adapter SSO

Gplus Adapter for Salesforce Administrator's Guide

Gplus Adapter for Salesforce options

Using Gplus Adapter for Salesforce

Players: Agents

Actions: As an agent, you can use Gplus Adapter to handle calls, chats, emails, or other media channels interactions without navigating away from your Salesforce environment.

Gplus Adapter for Salesforce Agent's Guide

How Gplus Adapter integrates Salesforce with Genesys Interactions

GAPI 900 Architecture Diagram.png

Gplus Adapter for Salesforce integrates Genesys Agent Workspace (How Agent Workspace works) with five key Salesforce features:

  • Screen Pop – Gplus finds, obtains, or creates a Salesforce record which is displayed as a screen pop to the user during each interaction.
  • Click-to-dial – a user starts an outbound call to a phone number displayed within a Salesforce record.
  • Activity Task – Gplus creates an Activity Task, also known as a Call Log, and associates the task to the Salesforce record opened by Screen Pop or Click-to-dial.
  • Run Apex – Gplus (optionally) invokes the Salesforce Apex when an interaction transitions between states.
  • Service Client API (SCAPI) – Salesforce (optionally) invokes the Gplus Service Client API (SCAPI).

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