RingCentral Call Center for Salesforce. Administrator Guide
|
|
- Allison Christiana Patrick
- 5 years ago
- Views:
Transcription
1 RingCentral Call Center for Salesforce Administrator Guide 1
2 RingCentral Call Center for Salesforce Administrator Guide Introduction Contents Introduction... 3 About RingCentral Call Center for Salesforce About this Guide Setting up the Call Center... 4 Step 1: Create a Call Center Definition File Step 2: Import Call Center Definition to Salesforce Step 3: Add Users Setting up Softphone Layout... 9 Step 1: Create a New Softphone Layout Step 2: Add New Objects to the Search Step 3: Configure Search Results Display Behavior Step 4: Assign Softphone Layout to Users Step 5a (Optional): Visualforce Page to Create New Objects Step 5b (Optional): Update Search Results Display Behavior Installing the Client Application Requirements Installation Troubleshooting
3 RingCentral Call Center for Salesforce Administrator Guide Introduction Introduction About RingCentral Call Center for Salesforce RingCentral Call Center for Salesforce.com provides seamless integration between Salesforce.com and your RingCentral services to enable improved customer retention, agent productivity, and advanced business processes. The CTI toolkit 4.01 from Salesforce.com is used to build this integration, which offers these features: Outbound click-to-dial calling using RingCentral service Ability to log call details into Salesforce Logging multiple inbound/outbound calls simultaneously Search for related Salesforce objects (accounts, contacts, etc.) using the caller ID Related objects from Salesforce are listed in the softphone UI within Salesforce interface Requires RingCentral Softphone to be installed and running on the client computer About this Guide This guide is specifically designed for System Administrators of the Salesforce.com instance. This guide is not intended for end users and does not provide any information about how to use the application. This Administrator guide will show you how to set up your Salesforce.com instance to enable your users to use the RingCentral Call Center for Salesforce.com from within their Salesforce.com interface. Three specific steps are involved: 1. Setting up the call center feature of Salesforce.com required to enable the App to selected users 2. Setting up the Softphone layout required to configure the way the matching Salesforce objects are displayed for incoming calls 3. Installing the App on user computers users need Admin privileges to be able to install the App 3
4 RingCentral Call Center for Salesforce Administrator Guide Setting up the Call Center Setting up the Call Center Step 1: Create a Call Center Definition File Open a text editor and paste the code below into a new blank file. Save it somewhere on your computer as RingCentral Call Center.xml. <?xml version="1.0" encoding="utf-8"?> <callcenter> <section sortorder="0" name="reqgeneralinfo" label="general Information"> <item sortorder="0" name="reqinternalname" label="internal Name">RingCentralTA</item> <item sortorder="1" name="reqdisplayname" label="display Name">RingCentral TA</item> <item sortorder="2" name="reqdescription" label="description">ringcentral Telephony Adapter</item> <item sortorder="3" name="reqprogid" label="cti Connector ProgId">RingCentralTA.RingCentralTA.1</item> <item sortorder="4" name="reqversion" label="version">4.0</item> <item sortorder="5" name="reqadapterurl" label="cti Adapter URL"> </section> <section sortorder="1" name="reqdialingoptions" label="dialing Options"> <item sortorder="0" name="reqoutsideprefix" label="outside Prefix"></item> <item sortorder="1" name="reqlongdistprefix" label="long Distance Prefix"></item> <item sortorder="2" name="reqinternationalprefix" label="international Prefix"></item> </section> </callcenter> Step 2: Import Call Center Definition to Salesforce Login to your Salesforce.com instance as an Administrator, click on your name on the right top of the webpage and then click on Setup in the dropdown menu. (Figure 1) Figure 1 4
5 RingCentral Call Center for Salesforce Administrator Guide Setting up the Call Center On the setup page (Figure 2), in the left side menu, go to App Setup -> Customize -> Call Center -> Call Centers, click on the Import button, and browse to Call Center Definition file that you have just created. Figure 2 5
6 RingCentral Call Center for Salesforce Administrator Guide Setting up the Call Center Step 3: Add Users Now add users to this Call Center using the Manage Call Center Users button (Figures 3, 4, 5) Figure 3 6
7 RingCentral Call Center for Salesforce Administrator Guide Setting up the Call Center Figure 4 7
8 RingCentral Call Center for Salesforce Administrator Guide Setting up the Call Center Figure 5 8
9 RingCentral Call Center for Salesforce Administrator Guide Set up Softphone Layout Set up Softphone Layout Step 1: Create a New Softphone Layout The Softphone Layout defines the way incoming calls match caller ID with Salesforce objects and display the results in the Salesforce interface. From the left-hand side menu, go to App Setup > Customize > Call Center > Softphone Layouts and click the New button (Figure 6). Figure 6 9
10 RingCentral Call Center for Salesforce Administrator Guide Set up Softphone Layout Figure 8 Figure 7 In the Name field, fill in RingCentral Softphone Layout and, depending upon whether you want this to be default layout for all your users or not, select or leave unchecked the Is Default Layout checkbox. Click Save. Step 2: Add New Objects to the Search This step allows you to select the objects that will be included while searching for matching records. Click Edit on the Softphone Layout you have just created. Towards the top of the page, click on the heading Display these Salesforce.com objects: and you should see a screen displaying the selected objects in the right column and objects you can add to the search result in the left page. Select the objects you want to be displayed in the search result from the left column and click the Add button. If you want to remove any object, select it in the right column and then click the Remove button. Repeat this process for outbound calls after selecting Outbound in the Select Call Type dropdown at the top (Figure 8). 10
11 RingCentral Call Center for Salesforce Administrator Guide Set up Softphone Layout Figure 8 Step 3: Configure Search Results Display Behavior On the same page, you can configure the how matching records are displayed when there is an incoming call. Make sure that you have Inbound selected in the Select Call Type dropdown. Scroll down to the CTI 2.0 or Higher Settings section (Figure 9, next page). 11
12 RingCentral Call Center for Salesforce Administrator Guide Set up Softphone Layout any screen option. For Multiple-matching records, select the Don t pop any screen. Figure 9 For Screen pops open within, select New browser window or tab. This will ensure that users don t lose any information they are working on when a call comes in. A browser plugin may be required to pop open a new tab instead of a new browser window. For No matching records, select Don t pop any screen. For Single-matching record, select Don t pop. For Multiple-matching records, select Don t pop any screen. Click Save at the top. 12
13 RingCentral Call Center for Salesforce Administrator Guide Setup Softphone Layout Step 4: Assign Softphone Layout to Users Back on the Softphone Layouts page (Figure 6 and Figure 10), click on Softphone Layout Assignment. Figure 10 On the assignment page, select the RingCentral Softphone Layout for all the relevant Salesforce user profiles and then click Save t o assign this layout to your users. This concludes setting up your Salesforce.com instance for RingCentral Call Center for Salesforce.com. Step 5a (Optional): Visualforce Page to Create New Objects For No matching records (Figure 8), creating a new record using the caller ID can be a handy and timesaving feature. First we need to set up a Visualforce page, which will render the pop-up page that will contain the handy links to create new objects. The caller ID is autopopulated into the phone fields (note: this will not work for custom fields). From the left-hand side menu in the Salesforce.com interface, go to App Setup > Develop > Pages and click the New button (Figure 11, next page) 13
14 RingCentral Call Center for Salesforce Administrator Guide Setup Softphone Layout Figure 11 Fill in Create New Object ANI as the Label and CreateNewObjectANI in the Name field. Under the Description field, fill in Pop Up VF page for unknown incoming phone call.... Now select all of the text in the table below and copy it. 14
15 RingCentral Call Center for Salesforce Administrator Guide Softphone Layout class="searchfirstcell">contact</span></h3> </tr> </tbody> </table> </div> <span class="errormsg"> Record not found... <a href="/003/e?con10={!$currentpage.parameters.ani}&con14={!$currentpage.parameters.ani}&returl=%2f001 %2Fo">Create New Contact</a> </span> </apex:pageblock> </apex:outputpanel> <!-- WrappingClass --> <div class="listelementbottomnav"></div> <!-- End ListElement --> </div> <!-- End RelatedListElement --> </div> <!-- Lead --> <div class="list2"> <div class="brelatedlist" id="lead"><a name="lead_target"></a> <!-- motif: Lead --> <apex:outputpanel id="srcherrordiv_lead"> <apex:pageblock > <div class="pbheader"> </td> <table border="0" cellpadding="0" cellspacing="0" summary="contacts"> <tbody> <tr> <td class="pbtitle"> <img src="/s.gif" alt="" width="1" height="1" class="minwidth" title=""/><img src="/s.gif" alt="" class="relatedlisticon" title=""/> <h3><span class="searchfirstcell">lead</span></h3> </td> </tr> </tbody> </table> </div> <span class="errormsg"> Record not found... <a href="/00q/e?lea8={!$currentpage.parameters.ani}&returl=%2f001%2fo">create New Lead</a> </span> </apex:pageblock> </apex:outputpanel> </div> <!-- End RelatedListElement --> </div> </apex:form> </apex:page> 15
16 RingCentral Call Center for Salesforce Administrator Guide Softphone Layout Now go back to the web browser window where we were editing the Visualforce page, and in the Visualforce Markup tab, right-click with your mouse, Select All, and then again right-click and Paste. Now click the Save button. (Figure 12) Figure 12 16
17 RingCentral Call Center for Salesforce Administrator Guide Softphone Layout Step 5b (Optional): Update Search Results Display Behavior In addition to the matching records displayed in the App interface, the results can also be displayed in the Salesforce interface for broader information and better user productivity. (Figure 13.) Figure 13 For No matching records, select the Pop to Visualforce page option and click on the Lookup button (Figure 13). From the lookup window, select the Visualforce page we just created ( CreateNewObjectANI ) (Figure 14, next page). Similarly for Single-matching record, select the Pop detail page option. For Multiple-matching records, select the Pop to search page option. 17
18 RingCentral Call Center for Salesforce Administrator Guide Softphone Layout Now click the Save button at the top. Figure 14 18
19 RingCentral Call Center for Salesforce Administrator Guide Installing the Client Application Installing the Client Application Once your organization is set up for the RingCentral Call Center for Salesfore.com, you will need to download the latest version of the app onto the user desktops. Requirements Installation PCs running Windows XP SP3/ Windows Vista SP1/ Windows 7/ Windows 8. (Apple Macintosh or Linux computers are not supported.) There should already be RingCentral Softphone installed on the agent desktop. This can be downloaded from your RingCentral account. Look for the Tools section after login. Microsoft.Net Framework version 3.5 should be installed on the agent desktop (downloadable from this link). First uninstall any previous version of the RingCentral App. Make sure that system has.net 3.5 installed, with all the latest security patches. Make sure that the latest RingCentral Softphone is installed on the system, and that you have run it at least once. Run the App Installer as Administrator of the PC. Once the installation is completed, ensure that both the RingCentral Softphone and RingCentral Call Center for Salesforce.com are running. If required, start them from the Start menu of Windows. To check if installation is ok, right-click on the system tray icon of the adapter. Login to Salesfroce.com as the user, and login to the RingCentral App for Salesforce with RingCentral username/password. The App interface is displayed in the left navigation panel of Salesforce UI (which sometimes may be hidden). 19
20 RingCentral Call Center for Salesforce Administrator Guide Troubleshooting Troubleshooting Q: the RingCentral Call Center UI is not visible in the Salesforce interface for some profiles. What is the problem? Does it require some special permission? A: No, Softphone does not require any special permissions and it should work for all out-of-the-box Salesforce user profiles. It is possible that you have added some custom component to the layouts and the JavaScript in those component is interfering with the Softphone layer. To solve this, temporarily disable all customizations that have been applied to the left navigation sidebar component, and once you see the Softphone UI rendered; enable the customizations one by one to pinpoint the piece that is creating the issue. Contact the developer of that component to fix the issue. Q: If the incoming number does not match any record, the pop-up page says Insufficient Privileges. A: Add access to the Visualforce page "CreateNewObjectANI" to all profiles/ users in the organization. Q: Users are receiving a "Do you want to view only the webpage content that was delivered securely" Security Warning in Internet Explorer when they use the RingCentral Salesforce.com Adapter application. A: This warning is a "Mixed Content Warning". It indicates that you are accessing Salesforce.com over HTTPS, but communicating with the App over HTTP. (Figure 15) Figure 15 To fix this, you will need to change the security settings for the Internet Explorer. To edit the Internet Explorer security settings: 1. First click on the gear icon on the top right of the IE window, then from the dropdown menu click Internet Options. 2. Select the Security tab at the top of the pop-up window. Select Internet and click Custom level. 3. Scroll about halfway down the list until you see the Miscellaneous section. 4. Under this section you will see the option to set permissions for Display mixed content. Change this Enable. 5. Repeat steps 3 to 6 for the Local Intranet and Trusted Sites zones. 6. Make sure localhost and your Salesforce website are not added to the Restricted Sites zone. 22
21 RingCentral Call Center for Salesforce Administrator Guide Troubleshooting Figure 17 Figure 16 22
22 RingCentral Call Center for Salesforce Administrator Guide Troubleshooting Q: I don t see any new tab/ window opens on incoming calls. A: Please ensure that pop-ups are not blocked by browser settings or some other Pop-up blocker software installed on your desktop. A: The configurations may not have been picked up. Restart the App and the RingCentral Softphone. A: The optional features described in Pages of this document may not have been implemented. A: In your RingCentral account, ensure that the Softphone is set up to be notified of the incoming calls in the call forwarding rules settings. Q: Click-to-dial is supposed to ring my Softphone first, and then ring the called party. Then why is my Softphone not ringing? A: For your softphone to ring, it needs a Digital Line. Virtual lines are not compatible with click-to-dial feature. Check your RingCentral account configuration to assign a digital line to the Softphone. Q: Incoming calls to my RingCentral Direct Number forward to my mobile phone, but click-to-dial calls aren t ringing on my mobile number. A: Click-to-dial calls will not implement the forwarding rules. Only the incoming calls are forwarded based on forwarding rules. Q: On logging into the Softphone, users are getting error message Your RingCentral account does not include Salesforce integration. Please contact your RingCentral system administrator. What is that? A: Not all RingCentral accounts have the ability to use this feature of Salesforce integration. You may have to upgrade your account to be able to use this feature. Please contact your RingCentral representative for more information. Q: Can I use the same App across multiple Salesforce.com instances (or "orgs")? A: The same App can be used across as many orgs as you want as long as the user is not logged into two or more orgs simultaneously. Simultaneous logins are not supported RingCentral, Inc. All rights reserved. RingCentral, RingCentral Office, RingCentral Meetings, and the RingCentral logo are registered trademarks of RingCentral, Inc. Other third-party marks and logos displayed in this document are the trademarks of their respective owners V1 4 22
RingCentral for Salesforce Classic. UK Administrator Guide
RingCentral for Salesforce Classic UK Administrator Guide 1 RingCentral for Salesforce Classic UK Administrator Guide Introduction Contents Introduction... 3 About RingCentral for Salesforce.................................................
More informationRingCentral for Salesforce. Administrator Guide
RingCentral for Salesforce Administrator Guide 1 RingCentral for Salesforce Administrator Guide Introduction Contents Introduction...3 About RingCentral for Salesforce..................................................
More informationRingCentral for Salesforce. User Guide
RingCentral for Salesforce User Guide RingCentral for Salesforce User Guide Contents Contents Introduction...3 About RingCentral for Salesforce................................................. 3 About
More information8x8 Virtual Office Salesforce Call Center Interface User Guide
8x8 Virtual Office User Guide August 2012 The Champion For Business Communications Table of Contents 8x8 Virtual Office Salesforce Call Center App... 3 System Requirements...3 Installation... 4 Uninstalling
More informationOpen CTI Developer Guide
Open CTI Developer Guide Version 42.0, Spring 18 @salesforcedocs Last updated: April 6, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,
More informationGETTING STARTED WITH SETTING UP CALL CENTERS
GETTING STARTED WITH SETTING UP CALL CENTERS Summary Salesforce CRM Call Center improves the productivity of your call center users by providing fast and easy access to accounts, contacts, cases, and other
More informationGETTING STARTED WITH SETTING UP CALL CENTERS
GETTING STARTED WITH SETTING UP CALL CENTERS Summary Salesforce CRM Call Center improves the productivity of your call center users by providing fast and easy access to accounts, contacts, cases, and other
More informationRingCentral for Microsoft Dynamics CRM. Installation & User Guide
RingCentral for Microsoft Dynamics CRM Installation & User Guide 2 RingCentral for Microsoft Dynamics CRM User Guide Contents Contents Introduction..............................................................
More informationGETTING STARTED WITH SETTING UP CALL CENTERS
GETTING STARTED WITH SETTING UP CALL CENTERS Summary Salesforce CRM Call Center improves the productivity of your call center users by providing fast and easy access to accounts, contacts, cases, and other
More informationOfficeSuite UC Connector for Salesforce
USER TRAINING GUIDE OfficeSuite UC Connector for Salesforce 1 OFFICESUITE UC CONNECTOR FOR SALESFORCE: USER TRAINING GUIDE Table of contents 3 Introduction 4 Operating system, hardware and software requirements
More informationUsing Avaya Communicator for Web
Using Avaya Communicator for Web Release 1.0 Issue 1.1 June 2015 Legal Notice Avaya Communicator for Web is an extension to Google s Chrome Web Browser. It can also be installed as a plug-in to the Salesforce
More information8x8 Virtual Office Click2Pop for SugarCRM Setup Guide
8x8 Virtual Office Click2Pop for SugarCRM Setup Guide May 2012 Table of Contents 8x8 Click2Pop for SugarCRM... 3 Requirements... 3 Server Requirements... 3 Client Requirements... 3 Installation... 3 Installation
More informationRingCentral for Desk. UK Admin Guide
RingCentral for Desk UK Admin Guide RingCentral for Desk UK Admin Guide Contents Contents Introduction... 3 About RingCentral for Desk........................................................... 4 About
More informationRingCentral for Zendesk. UK Administrator Guide
RingCentral for Zendesk UK Administrator Guide RingCentral for Zendesk UK Admin Guide Contents Contents Introduction... 3 About RingCentral for Zendesk.........................................................
More informationEndpoint Connector. User Guide
Endpoint Connector User Guide Notice This user guide is released by Inter-Tel, Inc. and provides information necessary to use the Inter-Tel Endpoint Connector adapter. The guide contents, which reflect
More informationAdding Disclaimer Text Field to your Salesforce Org
Adding Disclaimer Text Field to your Salesforce Org Table of Contents 1 Introduction... 3 2 Add Disclaimer Text Field to goalgamipro Settings, Plan, and Report Page Layouts... 3 3 Make Sure Disclaimer
More informationRELEASE NOTES. December 3, To sign up for Release Notes notifications, please go to:
RELEASE NOTES 7.9 CIMplicity TM Desktop Web Client December 3, 2015 CIMplicity Desktop Web Client The current release for CIMplicity Desktop is 7.9. To sign up for Release Notes notifications, please go
More informationWorldSmart CTI User guide
WorldSmart CTI User guide INTRODUCTION... 2 ADVANTAGES OF USING WORLDSMART CTI... 2 FEATURES... 3 FEATURE DESCRIPTION... 4 Save the Salesforce login credentials... 4 Three line Interface... 5 Third Party
More informationWeb Browser Settings Guide
Web Browser Settings Guide Table of Contents Operating Systems and Browser Versions...2 Mozilla Firefox...2 Using Adobe Reader Instead of the FireFox PDF Viewer...4 Google Chrome...8 Google Chrome PDF
More informationClick the following link. Note that this will display a technical configuration file rather than a formatted page. This is normal.
Overview This guide is designed to walk through the key steps for implementing the ShoreTel for Salesforce browser based integration in your Salesforce instance to connect with ShoreTel Connect CLOUD or
More informationKNOXPLANS for New Users
KNOXPLANS for New Users Welcome to KnoxPlans The City of Knoxville recommends that KnoxPlans (aka ProjectDox ) run on PC operating systems up to and including Windows 7 32-bit (Windows XP, Windows Vista,
More informationSalesforce Console Implementation Guide
Salesforce Console Implementation Guide Salesforce, Summer 16 @salesforcedocs Last updated: August 12, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More information8x8 Virtual Office Telephony Interface for Salesforce
8x8 Virtual Office Telephony Interface for Salesforce User Guide May 2014 The Champion For Business Communications Table of Contents... 3 System Requirements...3 Using the 8x8 Virtual Office Telephony
More informationCRM Connector for Salesforce
CRM Connector for Salesforce Administrator Guide Version 1.1 October, 2016 Page 1 Table of contents INTRODUCTION AND GETTING STARTED OPERATING SYSTEM, HARDWARE AND SOFTWARE REQUIREMENTS Supported Browsers
More informationThe Evolved Office Assistant
The Evolved Office Assistant USER GUIDE TM 995 Old Eagle School Road Suite 315 Wayne, PA 19087 USA 610.964.8000 www.evolveip.net Release 1.0 Document Version 1 Copyright Notice Copyright 2008 Evolve IP,
More informationRingCentral for Google. User Guide
RingCentral for Google User Guide RingCentral for Google User Guide Contents 2 Contents Introduction............................................................... 4 About RingCentral for Google..........................................................
More informationOfficeSuite UC Connector for Salesforce
ADMIN TRAINING GUIDE OfficeSuite UC Connector for Salesforce 1 OFFICESUITE UC CONNECTOR FOR SALESFORCE: ADMIN TRAINING GUIDE Table of contents 3 Introduction 4 Operating system, hardware and software requirements
More informationGetting Started with the Aloha Community Template for Salesforce Identity
Getting Started with the Aloha Community Template for Salesforce Identity Salesforce, Winter 18 @salesforcedocs Last updated: November 30, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved.
More informationInstallation Guide. 3CX CRM Plugin for ConnectWise. Single Tenant Version
Installation Guide 3CX CRM Plugin for ConnectWise Single Tenant Version "Copyright VoIPTools, LLC 2011-2016" Information in this document is subject to change without notice. No part of this document may
More informationVirtual Office Outlook Integration User Guide
Virtual Office User Guide Version 1.2, September 2011 Table of Contents 8x8 Virtual Office...3 System Requirements...3 Uninstalling Software...3 Installation...4 Step by Step Installation...4 Configuring
More informationInstallation Guide. 3CX CRM Plugin for Autotask. Version:
Installation Guide 3CX CRM Plugin for Autotask Version: 15.5.76 "Copyright VoIPTools, LLC 2011-2018" Information in this document is subject to change without notice. No part of this document may be reproduced
More informationData Warehouse: User Computer Configuration Guide
University of Texas at San Antonio Data Warehouse: User Computer Configuration Guide Sponsored by the Vice Provost of Institutional Effectiveness DOCUMENT HISTORY This is an on-line document. Paper copies
More informationKNOXPLANS for New Users
KNOXPLANS for New Users Version 9.1, October 2018 Contents KNOXPLANS for New Users... 1 Welcome to KnoxPlans, Version 9.1... 2 Recommended Client Hardware and O/S Specifications... 2 Browser Requirements...
More informationSkyVisualEditor Salesforce1 Support Guide
SkyVisualEditor Salesforce1 Support Guide Ver 1.0.0.3 April 6 th, 2015 TerraSky co., Ltd. Page 1 of 19 Table of Contents 1. Preface... 3 2. Notice... 3 (1) Request to the customer... 3 (2) Trademarks...
More informationHosted Voice Salesforce.com CRM Integration Administrator Reference Guide
Hosted Voice Salesforce.com CRM Integration Administrator Reference Guide EarthLink Mobile Communicator enables a seamless flow of information between systems and empowers agents to provide personalized
More informationFive9 Plus Adapter for Agent Desktop Toolkit
Cloud Contact Center Software Five9 Plus Adapter for Agent Desktop Toolkit Administrator s Guide September 2017 The Five9 Plus Adapter for Agent Desktop Toolkit integrates the Five9 Cloud Contact Center
More informationPhoneLink for Outlook User Manual
PhoneLink for Outlook User Manual for use with 8810, 8610/8620, and 6210/6220 ISDN Telephones PhoneLink for Outlook is an add-in for Microsoft Outlook that manages inbound calls to multiple call appearances
More informationChatter Answers Implementation Guide
Chatter Answers Implementation Guide Salesforce, Summer 18 @salesforcedocs Last updated: July 26, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationUser Manual Customer Interaction Express SalesForceConnector
User Manual Customer Interaction Express 3.4.4 SalesForceConnector Edition: 1.0 01/07/2019 2019 Avaya Inc. All Rights Reserved. Notice While reasonable efforts were made to ensure that the information
More informationUser Manual Customer Interaction Express 3.3 SalesForceConnector
User Manual Customer Interaction Express 3.3 SalesForceConnector Edition: 1.0 09/22/2015 2015 Avaya Inc. All Rights Reserved. Notice While reasonable efforts were made to ensure that the information in
More informationSoCalGas ENVOY. Troubleshooting Envoy Getting Started
SoCalGas ENVOY Troubleshooting Envoy Getting Started TABLE OF CONTENTS 1 Troubleshooting Envoy... 3 1.1 Browser Not Supported Error upon Accessing Login Page... 3 1.2 Tabbed Browser Settings for Internet
More informationVisual Nexus Version 4.0
User Setup Guide Visual Nexus Version 4.0 Document Number: VN-M014-018 Issue: A Ver3.2-3 Date: 31 st OctMay 2008 Oki Electric Industry Co., Ltd. 2003 The information contained herein is the property of
More informationFive9 Plus Adapter for NetSuite
Cloud Contact Center Software Five9 Plus Adapter for NetSuite Administrator s Guide April 2018 This guide describes how to install and configure the Five9 Plus Adapter for NetSuite, which enhances the
More informationRingCentral for ServiceNow. Admin Guide
RingCentral for ServiceNow Admin Guide RingCentral for ServiceNow Admin Guide Contents Contents Introduction... 3 About RingCentral for ServiceNow......................................................
More informationSalesforce Console Implementation Guide for Salesforce Classic
Salesforce Console Implementation Guide for Salesforce Salesforce, Winter 18 @salesforcedocs Last updated: November 30, 2017 Copyright 2000 2017 salesforce.com, inc. All rights reserved. Salesforce is
More informationSage CRM 7.3 SP1 CTI Guide
Sage CRM 7.3 SP1 CTI Guide Copyright 2015 Sage Technologies Limited, publisher of this work. All rights reserved. No part of this documentation may be copied, photocopied, reproduced, translated, microfilmed,
More informationUser Manual Zultys Outlook Communicator V.2
Technical Publications January 13 User Manual Zultys Outlook Communicator V.2 Author: Zultys Technical Support Department. Z Z u l t y s, I n c. 7 8 5 L u c e r n e S u n n y v a l e, C a l i f o r n i
More informationLearning Center Computer and Security Settings
Learning Center Computer and Security Settings Learning Center Computer Settings Please Note: To allow your computer to communicate most effectively with the Learning Center, and update your training record
More informationCisco Unified CallConnector for Salesforce.com. Version 1.3.2
Cisco Unified CallConnector for Salesforce.com Version 1.3.2 Contents INTRODUCTION... 3 System Requirements... 3 TAPI Integration System Requirements... 3 ACMI Integration System Requirements... 3 INSTALLATION
More informationAscendix Search Admin Guide
Ascendix Search Admin Guide Updated: 11/03/2017 Version: 1.0.9 www.ascendix.com support@ascendix.com Table of Contents What is Ascendix Search?... 2 Preparing Salesforce for Ascendix Search... 3 Defining
More informationTIDY LABELS. User Guide
TIDY LABELS User Guide TIDY LABELS User Guide Contents 1. Overview...3 2. Installation...3 3. Navigating through the application...3 4. Databases...4 4.1 Creating a new database manually...5 4.2 Importing
More informationUser Guide. Start-up Guide for Users
User Guide Start-up Guide for Users RingCentral Office@Hand from AT&T Start-up Guide for Users Table of Contents Table of Contents Welcome to RingCentral Office@Hand from AT&T...4 The Overview Page...
More informationChatter Answers Implementation Guide
Chatter Answers Implementation Guide Salesforce, Spring 16 @salesforcedocs Last updated: April 27, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More information7. Directories 7.1. Making Calls Using Directories 7.2. Using the Personal Directory 7.3. Contact Search 7.4. Custom Directories
Unity Desktop User Guide Help Menu 1. Introducing Unity 2. Initial Login and Setup 3. Getting Started 3.1. Resizing Unity 3.2. Maximising and Minimising 3.2.1. Using Unity From the System Tray 4. Call
More informationUC for Enterprise (UCE) NEC Centralized Authentication Service (NEC CAS)
UC for Enterprise (UCE) NEC Centralized Authentication Service (NEC CAS) Installation Guide NEC NEC Corporation October 2010 NDA-30362, Revision 15 Liability Disclaimer NEC Corporation reserves the right
More information8x8 Virtual Office Sage ACT! Integration User Guide
8x8 Virtual Office Version 1.0, March 2011 Table of Contents 8x8 Virtual Office Sage ACT! Integration....................3 System Requirements...3 Uninstalling ACT! Integration Software...3 Installation...4
More informationInstall Guide WINTER '15 REVISION C. C o p y r i g h t C l o u d A p p s L t d
Install Guide WINTER '15 REVISION C C o p y r i g h t 2 0 1 4 C l o u d A p p s L t d 1 Table of Contents Introduction... 3 Version History... 4 Requirements... 5 Salesforce Organisation Types... 5 Salesforce
More informationFive9 Agent Desktop Toolkit
Cloud Contact Center Software Five9 Agent Desktop Toolkit User s Guide November 2017 The Agent Desktop Toolkit comprises the CTI Web Services and the Web toolbar, a softphone integrated in your browser.
More informationLab - Task Manager in Windows 7 and Vista
Lab - Task Manager in Windows 7 and Vista Introduction In this lab, you will explore Task Manager and manage processes from within Task Manager. Recommended Equipment The following equipment is required
More informationOracle Eloqua Profiler
http://docs.oracle.com Oracle Eloqua Profiler User Guide 2018 Oracle Corporation. All rights reserved 02-Mar-2018 Contents 1 Profiler Overview 3 2 Installing Profiler 7 3 Re-configuring Profiler 9 4 Accessing
More informationPerceptive Interact for Salesforce Enterprise
Perceptive Interact for Salesforce Enterprise Installation and Setup Guide Version: 3.x.x Written by: Product Knowledge, R&D Date: April 2018 Copyright 2015-2018 Hyland Software, Inc. and its affiliates.
More informationAspera Connect Windows XP, 2003, Vista, 2008, 7. Document Version: 1
Aspera Connect 2.6.3 Windows XP, 2003, Vista, 2008, 7 Document Version: 1 2 Contents Contents Introduction... 3 Setting Up... 4 Upgrading from a Previous Version...4 Installation... 4 Set Up Network Environment...
More informationSearch. Admin. For more information, go to weemo.com or follow the company on
Setup Help & Training All Setup... ister Mobile istration Desktop istration Build About Weemo Application Name Version Spring 2014 About Weemo Weemo offers a telecom-grade video platform as a service with
More informationBT Cloud Phone. App for Desk user guide. A user guide for running BT Cloud Phone with Desk.com customer service software.
BT Cloud Phone. App for Desk user guide. A user guide for running BT Cloud Phone with Desk.com customer service software. 2 What s in this guide. 1 Introduction. 3 1.1 About BT Cloud Phone for Desk. 3
More informationINTEGRATION GUIDE. A Guide to Talkdesk for Zendesk. Configuration, automations, benefits and more!
INTEGRATION GUIDE A Guide to Talkdesk Configuration, automations, benefits and more! Index 1. Introduction p02 2. Activating Talkdesk for Zendesk Step 1: Get your Zendesk Credentials p04 Step 2: Activate
More informationTELUS Business Connect for Google User Guide
TELUS Business Connect for Google User Guide TELUS Business Connect for Google User Guide Contents 2 Contents Introduction... 4 About TELUS Business Connect for Google... 5 About this guide... 5 Basics...
More informationQuestionPoint chat The Guide to IE browser setup Last updated: 2009 June 23
QuestionPoint chat The Guide to IE browser setup Last updated: 2009 June 23 This guide provides a procedure for initially configuring your Internet Explorer (IE) browser to use Flash Chat. Note: If you
More informationSalesforce Console Implementation Guide
Salesforce Console Implementation Guide Salesforce, Winter 16 @salesforcedocs Last updated: December 10, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationFive9 Adapter for Velocify
Cloud Contact Center Software Five9 Adapter for Velocify Agent s Guide November 2017 The Five9 Adapter for Velocify enables you to integrate the Five9 Cloud Contact Center with the Velocify desktop. This
More informationUser Guide. 3CX CRM Plug-in for Zendesk. Version
User Guide 3CX CRM Plug-in for Zendesk Version 15.5.89 "Copyright VoIPTools, LLC 2011-2018" Information in this document is subject to change without notice. No part of this document may be reproduced
More informationGo! Res & IE 7 Install FAQ & Support Document. Go! Res & IE 7 Install FAQ & Support Document Table of Contents
Go! Res & IE 7 Install FAQ & Support Document Go! Res & IE 7 Install FAQ & Support Document Table of Contents I. Go! Res & Internet Explorer 7 Notes & Minimum Requirements 1 1. Internet Explorer 7 System
More informationObtaining a login and password to the Online Application
Obtaining a login and password to the Online Application You should have received a password to the online application from Regional Credentialing. If you ve forgotten your password, please contact us.
More informationWork State Indicator Upon login, the initial state is Not Ready. Click this to open the dropdown menu.
Quick Reference Guide Five9 Plus Adapter for Salesforce Agent Training Navigating the Adapter Interface Using the Plus Adapter for the Salesforce Interface The Five9 Plus Adapter loads on the left side
More informationSecurEnvoy Microsoft Server Agent
SecurEnvoy Microsoft Server Agent SecurEnvoy Global HQ Merlin House, Brunel Road, Theale, Reading. RG7 4TY Tel: 0845 2600010 Fax: 0845 260014 www.securenvoy.com SecurEnvoy Microsoft Server Agent Installation
More informationBrowser Configuration Reference
Sitecore CMS 7.0 or later Browser Configuration Reference Rev: 2013-09-30 Sitecore CMS 7.0 or later Browser Configuration Reference Optimizing Internet Explorer and other web browsers to work with Sitecore
More informationRemote Deposit Service Online
Remote Deposit Service Online Windows 7 and Internet Explorer Installation Guide 00-35-4126NSB This manual contains proprietary and confidential information of Bank of America and was prepared by the staff
More informationUser Guide for Google
User Guide Office@Hand for Google About Office@Hand for Google Office@Hand for Google provides seamless integration between your Google account and your Office@Hand services. It offers these features:
More information8x8 Virtual Office Sage ACT! Integration User Guide
8x8 Virtual Office Version 1.1, January 2015 Table of Contents 8x8 Virtual Office Sage ACT! Integration....................3 System Requirements...3 Uninstalling ACT! Integration Software...3 Installation...4
More informationTable of Contents. Troubleshooting Guide for Home Users
Table of Contents Introduction... 1 Chapter 1: System Requirements... 2 Recommended and Minimum Supported Requirements... 2 Additional Information... 3 Internet Connectivity... 3 Tablet Compatibility...
More informationSalesforce Adapter Addin Guide
INTEGRATION ADD-IN GUIDES Language (US) Client Mac Client Request a new Integration Salesforce Adapter Addin Guide Table of Contents Installation and Configuration Step 1: Download the Adapter's definition
More informationSettings for UPlan PC Users
UPlan operates best with certain browser and screen resolution settings. This job aid will walk you through how to set these. I. UPlan IE 11 Settings (page 1) II. UPlan Firefox Settings (page 4) III. Firefox
More informationBROWSER TIPS FOR PEOPLESOFT
BROWSER TIPS FOR PEOPLESOFT TABLE OF CONTENTS Overview... 3 Preferred Browsers for Working in PeopleSoft... 3 Working in Financials and Human Resources Simultaneously... 3 Browser Versions... 3 Clearing
More informationBrowser Guide for PeopleSoft
Browser Guide for PeopleSoft Business Process Guide For Academic Support Specialists (Advisors) TABLE OF CONTENTS PURPOSE...2 INTERNET EXPLORER 7...3 GENERAL TAB...4 SECURITY TAB...6 PRIVACY TAB...10 CONTENT
More informationApplication Notes for Resource Software International Visual Rapport with Avaya IP Office Issue 1.0
Avaya Solution & Interoperability Test Lab Application Notes for Resource Software International Visual Rapport with Avaya IP Office Issue 1.0 Abstract Resource Software International Visual Rapport is
More informationGrandstream Networks, Inc. UCM6xxx IP PBX Series SugarCRM Integration Guide
Grandstream Networks, Inc. UCM6xxx IP PBX Series Table of Content INTRODUCTION... 4 UCM6XXX CONFIGURATION... 5 Admin Configuration... 5 User Configuration... 6 SUGARCRM INTERFACE... 7 CLICK-TO-DIAL FEATURE...
More informationVisual Nexus Endpoint. User Setup Guide. Version 3.0
Visual Nexus Endpoint User Setup Guide Version 3.0 30 th January, 2006 1 st Edition Tomen Cyber Business Solutions, Inc. & Visual Nexus Ltd Introduction Inquiries General Product-Related Information For
More informationAbstract. Avaya Solution & Interoperability Test Lab
Avaya Solution & Interoperability Test Lab Application Notes for InGenius Connector Enterprise 2.20 with Avaya Aura Communication Manager 6.3 and Avaya Aura Application Enablement Services 6.3 using Salesforce.com
More informationHosted PBX Administrator Guide
Hosted PBX Administrator Guide Table of Contents 1 INTRODUCTION... 1-1 1.1 PURPOSE OF THIS GUIDE... 1-1 1.2 OTHER GUIDES... 1-1 2 COMMPORTAL BUSINESS GROUP ADMINISTRATOR (BG ADMIN)... 2-1 2.1 ACCESSING
More informationUIS Office of Web Services Documentation. WordPress User Guide. WordPress User Guide 8/31/17 Page 1 of 13
UIS Office of Web Services WordPress User Guide WordPress User Guide 8/31/17 Page 1 of 13 UIS Office of Web Services WordPress User Guide Prepared by Ralph Shank Table of Contents About WordPress 3 Getting
More informationAdobe Reader (AR) and Internet Explorer (IE) Browser Settings. Adobe Reader and Internet Explorer Browser settings
Adobe Reader and Internet Explorer Browser settings Table of Contents 1. INTERNET EXPLORER (IE) BROWSER SETTINGS... 2 1.1 Locating the menu bar... 2 1.2 Clearing cache... 2 1.3 Allow pop-ups from *.cap.org...
More informationConfiguring Internet Explorer for CareLogic
Configuring Internet Explorer for CareLogic March 26, 2015 1 P a g e Table of Contents Configuring Internet Explorer for CareLogic... 3 Configuring Internet Explorer Security Settings... 4 Configuring
More informationPerceptive Interact for Salesforce Enterprise
Perceptive Interact for Salesforce Enterprise Installation and Setup Guide Version: 3.x.x Written by: Documentation Team, R&D Date: January 2019 Copyright 2015-2019 Hyland Software, Inc. and its affiliates.
More informationApplication Notes for Initiative Software syntelate with Avaya IP Office - Issue 1.0
Avaya Solution & Interoperability Test Lab Application Notes for Initiative Software syntelate with Avaya IP Office - Issue 1.0 Abstract These Application Notes describe the configuration steps required
More informationVersion 4.1 User Guide
Version 4.1 User Guide Document Version 1.1 QGate Software Limited D2 Fareham Heights, Standard Way, Fareham Hampshire, PO16 8XT United Kingdom Tel +44 (0)1329 222800 info@qgate.co.uk www.qgate.co.uk QGate
More informationSPANNING BACKUP. for Salesforce. Installation Guide
SPANNING BACKUP for Salesforce Installation Guide Table of Contents Welcome 3 About this guide 3 Who was the guide written for? 3 What s in this guide 3 Installation Overview 4 Install the Spanning Backup
More informationFileMaker. Mobile 7. User s Guide. For Windows, Mac, Palm OS, and Pocket PC. Companion for Palm OS and Pocket PC
For Windows, Mac, Palm OS, and Pocket PC FileMaker Mobile 7 Companion for Palm OS and Pocket PC User s Guide 2000-2004 FileMaker, Inc. All Rights Reserved. FileMaker, Inc. 5201 Patrick Henry Drive Santa
More informationWorkstation Configuration Guide
Workstation Configuration Guide August 13, 2018 Version 9.6.134.78 For the most recent version of this document, visit our documentation website. Table of Contents 1 Workstation configuration 4 1.1 Considerations
More informationLicense Management and Support Guide
License Management and Support Guide Salesforce, Summer 18 @salesforcedocs Last updated: June 20, 2018 Copyright 2000 2018 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark
More informationApplication Notes for iq NetSolutions VistaPoint Enterprise with Avaya IP Office - Issue 1.0
Avaya Solution & Interoperability Test Lab Application Notes for iq NetSolutions VistaPoint Enterprise with Avaya IP Office - Issue 1.0 Abstract These Application Notes describe the configuration steps
More informationLearning Center Computer and Security Settings
Learning Center Computer and Security Settings Learning Center Computer Settings Please Note: To allow your computer to communicate most effectively with the Learning Center, and update your training record
More information