Altigen MAXCS 7.5 Salesforce Connector Configuration Guide Instrukcja Użytkownika

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Podsumowanie treści

Strona 1 - For Salesforce.com

Application Notes: MaxCS Connector For Salesforce.com September 2014

Strona 2 - Contents

MaxCS Salesforce Configuration Guide Page 10 of 17 3. Click Connect CTI Adapter. The login panel opens. 4. Enter your login information and

Strona 3 - Introduction

MaxCS Salesforce Configuration Guide Page 11 of 17 About Call Control The MaxCS Connector softphone does not provide call control features. For

Strona 4 - Architecture

MaxCS Salesforce Configuration Guide Page 12 of 17 If no data can be matched to the data from the call, the panel will show a message that no

Strona 5 - MaxCSConnector.xml

MaxCS Salesforce Configuration Guide Page 13 of 17 Configuring MaxCS Connector Settings While the MaxCS Connector is running, an icon appears in

Strona 6

MaxCS Salesforce Configuration Guide Page 14 of 17 • Log Path – Shows the path to the folder where log files are written. Troubleshooting This

Strona 7 - AA Configuration Example

MaxCS Salesforce Configuration Guide Page 15 of 17 4. Set the MaxCS Connector log level to High (refer to the section Configuring MaxCS Connec

Strona 8

MaxCS Salesforce Configuration Guide Page 16 of 17 3. Click the Internet Zone icon at the top of the page. 4. Click Custom Level. 5. In the M

Strona 9 - Using the MaxCS Connector

MaxCS Salesforce Configuration Guide Page 17 of 17 AltiGen Technical Support AltiGen does not provide general configuration support for Salesfor

Strona 10

MaxCS Salesforce Configuration Guide Page 2 of 17 Contents Introduction ...

Strona 11 - Receiving Calls

MaxCS Salesforce Configuration Guide Page 3 of 17 These application notes are provided for administrators who are configuring AltiGen Communicat

Strona 12 - Making Calls

MaxCS Salesforce Configuration Guide Page 4 of 17 The client system must meet the following software requirements: • The client must be runnin

Strona 13

MaxCS Salesforce Configuration Guide Page 5 of 17 Configuring the MaxCS Salesforce Connector This section describes how administrators import th

Strona 14 - Troubleshooting

MaxCS Salesforce Configuration Guide Page 6 of 17 3. On the Manage Users page, click Add More Users. 4. To search for a user, enter your sea

Strona 15 - Privilege Warning

MaxCS Salesforce Configuration Guide Page 7 of 17 Step 3: Assign a SoftPhone Layout to Users Be sure to assign a softphone layout to each user.

Strona 16 - Settings for Chrome Browsers

MaxCS Salesforce Configuration Guide Page 8 of 17 3. Configure the AA entry as follows, and then click OK. o Set Actions to Adv. – Collect Di

Strona 17 - AltiGen Technical Support

MaxCS Salesforce Configuration Guide Page 9 of 17 2. Navigate to this folder: \MaxCS Connector for Salesforce\Setup 3. In that folder, run Se

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