Rainbow CTI connector for SalesForce.com demonstration

Transcription

1 Rainbow CTI connector for SalesForce.com demonstration Table of Contents Introduction... 2 Technically:... 2 Pre-requisites for the demo... 2 How to obtain access to the Demo?... 2 How to setup the Demo?... 5 Preparation... 5 Demo pop up and the creation of a new contact... 9 Demo click to call Demo pop up a created contact The plus of the demo Contacts... 13

2 Introduction Pitch of the demonstration : Your representatives that are equipped with SalesForce.com lightning edition too save time as they need to have a pop up when a call is presented on their phone and can click to call from a salesforce.com contact page. You want to have a cost-effective solution avoiding any on premise server nor buying any license, compatible with Oxe and Oxo Connect Technically: That is a pure cloud solution. Request the service to ALE to get the salesforce.com opencti deployment guide and the access to the Rainbow widget. The target of this demonstration is to show the interaction between the end-customer and an advisor, in the context of salesforce.com for: - Bank - Transportation - Healthcare - Hospitality - Industry It is the opportunity to demonstrate the power of the Rainbow API as the communications services are proposed through a salesforce portal integration. It demonstrates the CPaaS (Communications Platform as a Service) capabilities of the Rainbow solution. Pre-requisites for the demo Your mobile phone You Pc with windows connected to internet For optimal use, you should make sure of the following: Minimal resolution of 1024x768 How to obtain access to the Demo?

3 The process for access is as follows: 1. When on the edemo Rainbow CTI connector for Salesforce.com dedicated booking web page ( - fill in the required fields (marked with a *) - the calendar can help selecting the requested demo timeslot - a 2 working days delay shall be considered for validation - and ALE contact information may be the same if the demo is requested by an ALE employee, or different if the demo is requested by a non ALE employee. - The Zone in which the demo will be run (EMEA, APAC, NAR, CALA) is needed to allocate the relevant support for the demonstration - Click on the Submit button Once your request is approved, you will receive an including links to the demo and accounts and passwords to access the demo: content Hi xxxxx, Your demo request for Rainbow with SFDC integration from xxxxx to xxxx has been approved! Details for connection: Rainbow with SFDC integration o Computer: Rdp-Salesforce.ebs.xxx o Remote Desktop gateway: dmzxx-rdpgw.al-mydemo.com o First login (Your personal one for the gateway): ebs\xxxxx.xxxxx o First password (Your personal one for the gateway): xxxxxxxx o Second login: ebs\rainbow.salxxxxx o Second password: xxxxxxxxx

4 SalesForce.com access: o SalesForce URL o SalesForce login: John.Dunbar@al-mydemo.com o SalesForce Password: xxxxxx o Rainbow login: John.Dunbar@al-mydemo.com o Rainbow Password: xxxxxxx o Call John: xxx extension When you book a customer facing demo and if it is the first time you will do the demo, it is strongly recommended you book an additional and prior demo training timeslot in order to validate that you are able to connect to the demo platform, do the demo and deliver the associated key message. attachment:

5 How to setup the Demo? 1) Connect the rdp Start by connecting the rdp Preparation Connect the remote desktop. You will find the Chrome to launch salesforce.com the IPDSP associate with your SF and Rainbow user the thunderbird to access user mailbox to retrieve SaleForce.com security code Launch chrome that includes SalesForce.com url and login the SF user.

6 SF can request a security code that you will retrieve in thunderbird.

7 When you launch thunderbird you connect the SF user mail account and retrieve the SF mail including the security code. When logged in SF, launch the IPDSP and log in the Rainbow widget

8 Check the the phone number is present, if so you can demonstrate.

9 Demo pop up and the creation of a new contact Call with you mobile the user Rainbow by calling , select the language and dial the IPDSP phone number SF pop up a new contact page create as the mobile is used for the first time with the demo. If that has been already used the SF contact page will popup. Update the name and set the phone number from phone to mobile. Give a correct name surname and move the number to mobile to demonstrate that we look up the phone number contact as the mobile to pop up

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11 Demo click to call Find your created contact And click to call your mobile

12 Demo pop up a created contact Call with your mobile the SF user and demonstrate that the contact provided in SF is the one created previously based on mobile number.

13 The plus of the demo With your rainbow account search for Dunbar, invite him, chat and run a call via Rainbow. End the demonstration. Contacts edemo support team: EMEA: edemo-support@al-enterprise.com APAC: edemo-support-apac-china@al-enterprise.com Americas: edemo-support-americas@al-enterprise.com

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