Difference between revisions of "PEC-GPA/Current/Agent/GPASFLScreenPops"
From Genesys Documentation
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|structuredtext=Screen pops are Salesforce records or other pre-configured objects that are displayed when an agent receives a call, chat, email, or other media channel interactions in Adapter. Your console can display one or more related records, depending on what information it has about the customer. For example, if a customer enters their case number before they talk to the agent, your console displays the case automatically when you receive or make the call in Adapter. If there is no contact information available, the '''New Contact''' or other record page is displayed, depending on how your administrator has set up your account. | |structuredtext=Screen pops are Salesforce records or other pre-configured objects that are displayed when an agent receives a call, chat, email, or other media channel interactions in Adapter. Your console can display one or more related records, depending on what information it has about the customer. For example, if a customer enters their case number before they talk to the agent, your console displays the case automatically when you receive or make the call in Adapter. If there is no contact information available, the '''New Contact''' or other record page is displayed, depending on how your administrator has set up your account. | ||
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===Events that trigger a Salesforce record screen pop=== | ===Events that trigger a Salesforce record screen pop=== | ||
| − | A Salesforce record screen pop is typically triggered when an interaction is initiated (ringing call) or after you have accepted an interaction (establishing a call). Your administrator sets up Gplus Adapter to trigger screen pops based on different events. Here are the different events that | + | A Salesforce record screen pop is typically triggered when an interaction is initiated (ringing call) or after you have accepted an interaction (establishing a call). Your administrator sets up Gplus Adapter to trigger screen pops based on different events. Here are the different events that might be set up to trigger Salesforce record screen pops for different interaction types:<br /> |
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| + | {{!}}Email reply created (Available for Cloud only) | ||
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| + | {{!}}New outgoing Email created (Available for Cloud only) | ||
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===Outbound campaigns=== | ===Outbound campaigns=== | ||
The Outbound Campaign calling list is correctly updated only if you dial from Agent Desktop. Dialing using a click-to-dial phone number field in Salesforce is not an Outbound Campaign call and the calling list will not be updated in such dialing scenarios. | The Outbound Campaign calling list is correctly updated only if you dial from Agent Desktop. Dialing using a click-to-dial phone number field in Salesforce is not an Outbound Campaign call and the calling list will not be updated in such dialing scenarios. | ||
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|structuredtext=*To learn how to handle interactions, see the {{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=AD|display text=Genesys Agent Desktop help}}. | |structuredtext=*To learn how to handle interactions, see the {{Link-AnywhereElse|product=PEC-AD|version=Current|manual=Agent|topic=AD|display text=Genesys Agent Desktop help}}. | ||
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Revision as of 18:20, July 16, 2020
This topic is part of the manual Gplus Adapter for Salesforce Agent's Guide for version Current of Gplus Adapter for Salesforce.
Contents
When you receive an interaction, you will see a contact Salesforce record pop up on your screen.
Related documentation:
What are screen pops?
Screen pops are Salesforce records or other pre-configured objects that are displayed when an agent receives a call, chat, email, or other media channel interactions in Adapter. Your console can display one or more related records, depending on what information it has about the customer. For example, if a customer enters their case number before they talk to the agent, your console displays the case automatically when you receive or make the call in Adapter. If there is no contact information available, the New Contact or other record page is displayed, depending on how your administrator has set up your account.
Events that trigger a Salesforce record screen pop
A Salesforce record screen pop is typically triggered when an interaction is initiated (ringing call) or after you have accepted an interaction (establishing a call). Your administrator sets up Gplus Adapter to trigger screen pops based on different events. Here are the different events that might be set up to trigger Salesforce record screen pops for different interaction types:
| Interaction type | Event |
|---|---|
| Voice interaction | Call ringing |
| Call accepted and established (if it was previously ringing) | |
| Chat interaction | Chat notification received |
| Chat notification accepted | |
| Email interaction | Email notification received |
| Email notification accepted | |
| Email reply created (Available for Cloud only) | |
| New outgoing Email created (Available for Cloud only) | |
| Open media interaction | Open media (workitem) notification received |
| Open media (workitem) notification accepted | |
| Outbound interaction | Clicking Get Record |
| Outbound Push-Preview interaction | Outbound record notification accepted |
Voice call Salesforce record screen pop types
Different Salesforce record screen pop types might be set up for you when a call is ringing or when you accept and establish a voice call.
Your Salesforce record screen pop could be one of the following types:
- A configured Salesforce Object such as Salesforce contact.
- A Salesforce flow.
- A web page (URL) might be opened in a new tab or window.
- An object home, such as the list of recently viewed contacts.
- A Salesforce list; for example, the All Contacts list.
- The Search Results screen pop, containing the search results based on case information such as the contact name.
- The New Account dialog box.
Outbound campaigns
The Outbound Campaign calling list is correctly updated only if you dial from Agent Desktop. Dialing using a click-to-dial phone number field in Salesforce is not an Outbound Campaign call and the calling list will not be updated in such dialing scenarios.
Related documentation
- To learn how to handle interactions, see the Genesys Agent Desktop help.
Comments or questions about this documentation? Contact us for support!