Difference between revisions of "PEC-GPA/Current/Administrator/GPlusMigration90"

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|Context=Follow this procedure to migrate your existing Gplus Adapter 8.5 to Gplus Adapter 9.0 for Salesforce Lightning.
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|Context=Follow this procedure to migrate your existing Gplus Adapter 8.5 to Gplus Adapter 9.0 for Salesforce.
 
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* Gplus Adapter 9.0 supports only Salesforce Lightning. Hence, this migration procedure assumes that you're already using Salesforce Lightning.
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* Gplus Adapter 9.0 supports only Salesforce. Hence, this migration procedure assumes that you're already using Salesforce.
 
* You can run Gplus Adapter 8.5 and 9.0 in parallel during the migration testing phase.
 
* You can run Gplus Adapter 8.5 and 9.0 in parallel during the migration testing phase.
 
}}
 
}}
 
{{NoteFormat|Ensure that Agent Desktop release 9 has been enabled in your environment by confirming that the Agent Desktop 9 application icon is displayed in your {{Link-Standalone|topic=PEC-Agent/GetStarted|anchor=access|display text=Genesys Portal}}.}}
 
{{NoteFormat|Ensure that Agent Desktop release 9 has been enabled in your environment by confirming that the Agent Desktop 9 application icon is displayed in your {{Link-Standalone|topic=PEC-Agent/GetStarted|anchor=access|display text=Genesys Portal}}.}}
  
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Genesys recommends that you complete steps 1 to 3 in your Salesforce Lightning test environment first.
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Genesys recommends that you complete steps 1 to 3 in your Salesforce test environment first.
 
<ol>
 
<ol>
 
<!--<li>You need a CTI Adapter URL. The URL employs the following formula:<br>
 
<!--<li>You need a CTI Adapter URL. The URL employs the following formula:<br>
 
<nowiki>https://<Genesys Customer Name>.genesyscloud.com/ui/crm-workspace/index.html?crm=lightning</nowiki><br>
 
<nowiki>https://<Genesys Customer Name>.genesyscloud.com/ui/crm-workspace/index.html?crm=lightning</nowiki><br>
 
If you are not sure what your Genesys Customer Name is, contact your Genesys account manager to get the correct URL.</li>-->
 
If you are not sure what your Genesys Customer Name is, contact your Genesys account manager to get the correct URL.</li>-->
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<li>Follow the steps in {{Link-SomewhereInThisManual|topic=GPlusSalesforceLightning|anchor=setupAD|display text= Integrating Gplus Adapter in Salesforce Lightning}} to download the '''lightning-callcenter.xml''' file, import into the Salesforce Call Centers configuration, and modify the imported Salesforce Call Center.</li>
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<li>To migrate from Gplus Adapter 8.5 to 9.0 in a '''Salesforce Lightning''' environment, follow the steps in {{Link-SomewhereInThisManual|topic=GPlusSalesforceLightning|anchor=setupAD|display text= Integrating Gplus Adapter in Salesforce Lightning}} to download the '''lightning-callcenter.xml''' file, import into the Salesforce Call Centers configuration, and modify the imported Salesforce Call Center.</li>
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<li>Gplus Adapter 9.0 provides two single sign-on (SSO) enabled options. If you are migrating Gplus Adapter 8.5 with SSO enabled, or are planning to start using SSO with Gplus Adapter 9.0, you can choose one of these two options:
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<li>To migrate from Gplus Adapter 8.5 to 9.0 in a '''Salesforce Classic''' environment, follow the steps in {{Link-SomewhereInThisManual|topic=GplusSalesforceClassic|anchor=InstallGPAClassic|display text= Integrating Gplus Adapter in Salesforce Classic}}.</li>
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<ul>
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<li>Gplus Adapter 9.0 provides single sign-on (SSO) enabled options. If you are migrating Gplus Adapter 8.5 with SSO enabled, or are planning to start using SSO with Gplus Adapter 9.0, refer to {{Link-AnywhereElse|product=PEC-Admin|version=Current|manual=Admin|topic=SSO|display text=Configuring SSO}}.</li>
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<li>Gplus Adapter configured with {{Link-AnywhereElse|product=PEC-Admin|version=Current|manual=Admin|topic=SSO|display text=SSO and a third-party Identity Provider}} (IDP).</li>
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<li>Gplus Adapter integrated with {{Link-AnywhereElse|product=PEC-Admin|version=Current|manual=Admin|topic=SSO|display text=Salesforce SSO as the IDP}}. This option provides an improved experience over the first option.</li>
 
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</ul>
 
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</li>
 
 
<li>Add users to the new Salesforce Call Center you just imported and modified. See {{Link-SomewhereInThisManual|topic=GPlusSalesforceLightning|anchor=setupAddUsers|display text=Adding users to Call Center}} for more detailed steps. '''Tip''': For testing purposes, you can either add a new test user or remove an existing user from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.</li>
 
<li>Add users to the new Salesforce Call Center you just imported and modified. See {{Link-SomewhereInThisManual|topic=GPlusSalesforceLightning|anchor=setupAddUsers|display text=Adding users to Call Center}} for more detailed steps. '''Tip''': For testing purposes, you can either add a new test user or remove an existing user from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.</li>
 
<li>Test the Gplus Adapter 9.0 functionalities with the new Salesforce Call Center configuration.</li>
 
<li>Test the Gplus Adapter 9.0 functionalities with the new Salesforce Call Center configuration.</li>
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<li>If you're ready to migrate to the Salesforce Lightning production environment, follow the steps below:
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<li>If you're ready to migrate to the Salesforce production environment, follow the steps below:
 
<ol type="a">
 
<ol type="a">
 
<li>Repeat step 1 for the production Salesforce Call Center.</li>
 
<li>Repeat step 1 for the production Salesforce Call Center.</li>

Revision as of 18:38, September 17, 2020

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

Follow this procedure to migrate your existing Gplus Adapter 8.5 to Gplus Adapter 9.0 for Salesforce.

Migration procedure

Important
  • Gplus Adapter 9.0 supports only Salesforce. Hence, this migration procedure assumes that you're already using Salesforce.
  • You can run Gplus Adapter 8.5 and 9.0 in parallel during the migration testing phase.
Important
Ensure that Agent Desktop release 9 has been enabled in your environment by confirming that the Agent Desktop 9 application icon is displayed in your Genesys Portal.

Genesys recommends that you complete steps 1 to 3 in your Salesforce test environment first.

  1. To migrate from Gplus Adapter 8.5 to 9.0 in a Salesforce Lightning environment, follow the steps in Integrating Gplus Adapter in Salesforce Lightning to download the lightning-callcenter.xml file, import into the Salesforce Call Centers configuration, and modify the imported Salesforce Call Center.
  2. To migrate from Gplus Adapter 8.5 to 9.0 in a Salesforce Classic environment, follow the steps in Integrating Gplus Adapter in Salesforce Classic.
  3. Gplus Adapter 9.0 provides single sign-on (SSO) enabled options. If you are migrating Gplus Adapter 8.5 with SSO enabled, or are planning to start using SSO with Gplus Adapter 9.0, refer to Configuring SSO.
  4. Add users to the new Salesforce Call Center you just imported and modified. See Adding users to Call Center for more detailed steps. Tip: For testing purposes, you can either add a new test user or remove an existing user from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.
  5. Test the Gplus Adapter 9.0 functionalities with the new Salesforce Call Center configuration.
  6. If you're ready to migrate to the Salesforce production environment, follow the steps below:
    1. Repeat step 1 for the production Salesforce Call Center.
    2. Remove users from the Salesforce Call Center with Gplus 8.5 and add them to the Salesforce Call Center with Gplus 9.0.
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