Altigen MAXCS 7.5 Salesforce Connector Configuration Guide Instrukcja Użytkownika Pobierz pdf (Strona 5)

MaxCS Salesforce Configuration Guide Page 5 of 17

Configuring the MaxCS Salesforce Connector

This section describes how administrators import the connector XML file and add users to the connector.

Step 1: Import the Call Center CTI Adapter

Make sure you have Manager account privileges in Salesforce.com.

To configure your enterprise’s Salesforce account to work with the MaxCS Connector,

1. Log onto your Salesforce administrator account.

2. In Salesforce.com, click Setup by clicking the Down arrow next to the account name.

3. Under App Setup (left column), click Customize > Call Center > Call Centers.

4. Click Import, and then click Choose File.

5. Open the MAXCS installation media or DVD.

6. Navigate to the Salesforce Connector folder and import the file

MaxCSConnector.xml.

The MaxCS Connector should now appear in the call center list.

Step 2: Add Users to the Connector

Next, add the users who will be allowed to use this MaxCS Connector.

1. In the Call Center list, click MaxCS Connector. Details of the call center appear.

2. Near the bottom, click Manage Call Center Users.

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Altigen MAXCS 7.5 Salesforce Connector Configuration Guide Instrukcja Użytkownika Strona 5