Working with Gplus Adapter for Salesforce

This topic is part of the manual Gplus Adapter for Salesforce Agent's Guide for version Current of Gplus Adapter for Salesforce.

How do I access Gplus Adapter?

If Gplus Adapter is configured in Salesforce, you will see a phone icon in the bottom-left or bottom-right 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:

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 environment. This means that actions that you take in Salesforce or Gplus Adapter can be seamlessly passed to each other.

The integrated features are:

Gplus Adapter for Salesforce Agent's Guide

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