Difference between revisions of "PEC-GPA/Current/Agent/GPASFL"
From Genesys Documentation
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{{Article | {{Article | ||
|Standalone=No | |Standalone=No | ||
| − | |DisplayName=Gplus Adapter for Salesforce | + | |DisplayName=Gplus Adapter for Salesforce (v9) |
| − | |TocName=Gplus Adapter for Salesforce | + | |TocName=Gplus Adapter for Salesforce (v9) |
| − | |Context=Gplus Adapter for Salesforce | + | |Context=Gplus Adapter for Salesforce is a soft phone integrated within the Salesforce environment that offers many of the same features as the Genesys Agent Desktop (v9). |
|ComingSoon=No | |ComingSoon=No | ||
|Platform=GenesysEngage-cloud | |Platform=GenesysEngage-cloud | ||
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|Section={{Section | |Section={{Section | ||
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|anchor=UseGplusAdapter | |anchor=UseGplusAdapter | ||
|alignment=Vertical | |alignment=Vertical | ||
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|structuredtext={{NoteFormat|What you see in Gplus Adapter depends on your contact center and your role within it, so you might not be able to do or see all the things covered in this help. If you think you should be able to do or see something you can't, check with your supervisor or system administrator.}} | |structuredtext={{NoteFormat|What you see in Gplus Adapter depends on your contact center and your role within it, so you might not be able to do or see all the things covered in this help. If you think you should be able to do or see something you can't, check with your supervisor or system administrator.}} | ||
| − | | | + | |Status=No |
| − | | | + | }}{{Section |
| + | |sectionHeading=Salesforce Lightning and Salesforce Classic | ||
| + | |anchor=Support | ||
| + | |alignment=Vertical | ||
| + | |structuredtext=Gplus Adapter supports both Salesforce Lightning and Salesforce Classic. There are some minor differences between how Adapter works under Lightning versus under Classic. These differences are noted in this document where the user experience is significantly modified. For example, Screen Pop by Object type is supported only for Salesforce Lightning. Most of the screen shots depict Adapter in Salesforce Lightning except where differences are significant enough to warrant showing both. | ||
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|structuredtext=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. | |structuredtext=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. | ||
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*{{Link-SomewhereInThisManual|topic=GPASFLGettingStarted|anchor=top|display text=Getting Started}} - helps you to get quickly up and running with your Gplus Adapter. | *{{Link-SomewhereInThisManual|topic=GPASFLGettingStarted|anchor=top|display text=Getting Started}} - helps you to get quickly up and running with your Gplus Adapter. | ||
| − | *{{Link-SomewhereInThisManual|topic=GPASFLWWE|anchor=top|display text=Working with Gplus Adapter}} - helps you to understand the features and functions that are available in Salesforce | + | *{{Link-SomewhereInThisManual|topic=GPASFLWWE|anchor=top|display text=Working with Gplus Adapter}} - helps you to understand the features and functions that are available in Salesforce as part of Gplus Adapter integration. |
*{{Link-SomewhereInThisManual|topic=GPASFLClickToDial|anchor=top|display text=Click-to-dial}} - helps you to make connections easily by clicking to make a call. | *{{Link-SomewhereInThisManual|topic=GPASFLClickToDial|anchor=top|display text=Click-to-dial}} - helps you to make connections easily by clicking to make a call. | ||
*{{Link-SomewhereInThisManual|topic=GPASFLScreenPops|anchor=top|display text=Screen Pops}} - helps you to see a contact record as soon as you receive an interaction. | *{{Link-SomewhereInThisManual|topic=GPASFLScreenPops|anchor=top|display text=Screen Pops}} - helps you to see a contact record as soon as you receive an interaction. | ||
*{{Link-SomewhereInThisManual|topic=GPASFLActivityHistory|anchor=top|display text=Activity History}} - helps you to work with the Salesforce contact activity history by adding details about the interactions you handle. | *{{Link-SomewhereInThisManual|topic=GPASFLActivityHistory|anchor=top|display text=Activity History}} - helps you to work with the Salesforce contact activity history by adding details about the interactions you handle. | ||
*{{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=AD|display text=Genesys Agent Desktop help}} - helps you to explore complete set of functions that you can use in Gplus Adapter as an agent. | *{{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=AD|display text=Genesys Agent Desktop help}} - helps you to explore complete set of functions that you can use in Gplus Adapter as an agent. | ||
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|Status=No | |Status=No | ||
}} | }} | ||
}} | }} | ||
Revision as of 18:46, September 17, 2020
This topic is part of the manual Gplus Adapter for Salesforce Agent's Guide for version Current of Gplus Adapter for Salesforce.
Gplus Adapter for Salesforce is a soft phone integrated within the Salesforce environment that offers many of the same features as the Genesys Agent Desktop (v9).
Related documentation:
Important
What you see in Gplus Adapter depends on your contact center and your role within it, so you might not be able to do or see all the things covered in this help. If you think you should be able to do or see something you can't, check with your supervisor or system administrator.Salesforce Lightning and Salesforce Classic
Gplus Adapter supports both Salesforce Lightning and Salesforce Classic. There are some minor differences between how Adapter works under Lightning versus under Classic. These differences are noted in this document where the user experience is significantly modified. For example, Screen Pop by Object type is supported only for Salesforce Lightning. Most of the screen shots depict Adapter in Salesforce Lightning except where differences are significant enough to warrant showing both.
How can I use Gplus Adapter as an agent?
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.
Check out the topics below to explore more details.
- Getting Started - helps you to get quickly up and running with your Gplus Adapter.
- Working with Gplus Adapter - helps you to understand the features and functions that are available in Salesforce as part of Gplus Adapter integration.
- Click-to-dial - helps you to make connections easily by clicking to make a call.
- Screen Pops - helps you to see a contact record as soon as you receive an interaction.
- Activity History - helps you to work with the Salesforce contact activity history by adding details about the interactions you handle.
- Genesys Agent Desktop help - helps you to explore complete set of functions that you can use in Gplus Adapter as an agent.
Comments or questions about this documentation? Contact us for support!