Difference between revisions of "PEC-GPA/Current/Administrator/GplusSalesforce"

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|DisplayName=Gplus Adapter for Salesforce (v9)
 
|DisplayName=Gplus Adapter for Salesforce (v9)
 
|TocName=Gplus Adapter for Salesforce (v9)
 
|TocName=Gplus Adapter for Salesforce (v9)
|Context=Genesys Engage cloud offers an integrated Agent Desktop experience within the Salesforce environment to handle Genesys contact center interactions.
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|Context=Genesys Engage cloud offers Gplus Adapter functionality to integrate Genesys contact center interactions within the Salesforce environment.
 
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|Platform=GenesysEngage-cloud
 
|Platform=GenesysEngage-cloud
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|Section={{Section
 
|Section={{Section
|sectionHeading=
 
|anchor=
 
 
|alignment=Vertical
 
|alignment=Vertical
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|image=
 
 
|structuredtext=The integrated solution presents a complete customer view allowing your contact center agents to service your customers.
 
|structuredtext=The integrated solution presents a complete customer view allowing your contact center agents to service your customers.
  
 
See the [https://docs.genesys.com/Documentation:System:SOE:GenesysWebServicesandApplications:Current Web Services and Applications] topic in the ''[https://docs.genesys.com/Documentation:System:SOE:Welcome:Current Supported Operating Environment Reference]'' for a list of the browsers supported for Gplus Adapter.{{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 />
 
See the [https://docs.genesys.com/Documentation:System:SOE:GenesysWebServicesandApplications:Current Web Services and Applications] topic in the ''[https://docs.genesys.com/Documentation:System:SOE:Welcome:Current Supported Operating Environment Reference]'' for a list of the browsers supported for Gplus Adapter.{{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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}}{{Section
 
}}{{Section
|sectionHeading=How do I setup Gplus Adapter in Salesforce?
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|sectionHeading=Salesforce Lightning and Salesforce Classic
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|anchor=Support
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|structuredtext=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.
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|sectionHeading=How do I setup Gplus Adapter in Salesforce Lightning?
 
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|anchor=HowdoIsetupGplusAdapterinSalesforceLightning
 
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|structuredtext=You can setup Gplus Adapter by following the procedures described in {{Link-SomewhereInThisVersion|manual=Administrator|topic=GPlusSalesforceLightning|anchor=|display text=Integrating Gplus Adapter in Salesforce Lightning}}.
|image=
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|Status=No
|structuredtext=You can setup Gplus Adapter by following the procedures described in {{Link-SomewhereInThisVersion|manual=Administrator|topic=GPlusSalesforceLightning|anchor=|display text=Integrating Gplus Adapter in Salesforce}}.
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}}{{Section
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|sectionHeading=How do I setup Gplus Adapter in Salesforce Classic?
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|structuredtext=You can setup Gplus Adapter by following the procedures described in {{Link-SomewhereInThisVersion|manual=Administrator|topic=GplusSalesforceClassic|display text=Integrating Gplus Adapter in Salesforce Classic}}.
 
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|structuredtext=Follow {{Link-SomewhereInThisManual|topic=GPlusMigration90|anchor=top|display text=this procedure}} to migrate your existing Gplus Adapter 8.5 to Gplus Adapter 9.0 for Salesforce.
 
|structuredtext=Follow {{Link-SomewhereInThisManual|topic=GPlusMigration90|anchor=top|display text=this procedure}} to migrate your existing Gplus Adapter 8.5 to Gplus Adapter 9.0 for Salesforce.
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|anchor=HowdoIconfigureGplusAdapterfunctionality
 
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|structuredtext=First set up corresponding Salesforce objects and configurations, then enable Gplus options in {{Link-AnywhereElse|product=PEC-AS|version=Current|manual=ManageCC|topic=Salesforce_options|display text=Agent Setup}}.
 
|structuredtext=First set up corresponding Salesforce objects and configurations, then enable Gplus options in {{Link-AnywhereElse|product=PEC-AS|version=Current|manual=ManageCC|topic=Salesforce_options|display text=Agent Setup}}.
  
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*{{Link-SomewhereInThisManual|topic=GplusScreenPop90|anchor=top|display text=Screen pop}}
 
*{{Link-SomewhereInThisManual|topic=GplusScreenPop90|anchor=top|display text=Screen pop}}
 
*{{Link-SomewhereInThisManual|topic=GplusActivityHistory90|anchor=top|display text=Activity History}}
 
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|structuredtext=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.
|image=
 
|structuredtext=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.
 
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Revision as of 18:45, September 17, 2020

Genesys Engage cloud 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.
Important
The Gplus Adapter URL in Salesforce Call Center follows this format: https://<your company name>/ui/crm-workspace/index.html

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?

Follow this procedure 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 enable Gplus options in Agent Setup.

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.

Comments or questions about this documentation? Contact us for support!