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If your agents use ContactWorld use NewVoiceMedia alongside Salesforce's Omni-Channel feature, both ContactWorld NewVoiceMedia and Salesforce can route work to them at the same time. This situation causes a problem for the agent in knowing how to prioritize their incoming work.

Info

Salesforce Omni-Channel is only available in Salesforce Classic.

To avoid this problem, if enabled for your account, you can integrate ContactWorld NewVoiceMedia with Salesforce Omni-Channel so each system knows the status of the agent in the other.

To integrate ContactWorld NewVoiceMedia with Salesforce Omni-Channel, create mappings between ContactWorldbetween NewVoiceMedia's states and Salesforce's presence statuses. When you create your mappings, you can configure the following events:

  • When your agent or ContactWorld NewVoiceMedia changes your agent's state in ContactPad, your agent's presence status updates in the Salesforce Omni-Channel widget
  • When your agent or Salesforce changes your agent's presence status in your agent's Omni-Channel widget, ContactWorld NewVoiceMedia updates your agent's state in ContactPad
  • When your agent logs in to ContactPad, your agent goes into an online presence status in the Salesforce Omni-Channel widget
  • When your agent logs out of ContactPad, your agent goes offline in the Salesforce Omni-Channel widget
  • When your agent goes offline in Salesforce Omni-Channel, ContactWorld NewVoiceMedia logs the agent out of ContactPad
Note

When Salesforce assigns a chat to an agent, the agent's state in ContactPad automatically changes

to

to Busy Inbound. When an agent's state in ContactPad is Busy Inbound,

ContactWorld

NewVoiceMedia will not assign any interactions to the agent even if they are not working on a

ContactWorld

NewVoiceMedia interaction.

To create your mappings, perform the following steps:

  1. Log in to ContactWorldNewVoiceMedia. For information about logging in to ContactWorldNewVoiceMedia, see Logging in to the NewVoiceMedia platform.

  2. From the ContactWorld NewVoiceMedia homepage, move your mouse pointer over the menu icons on the left of the page.
    In the menu that appears, click Salesforce Administration. If you cannot see Salesforce Administration and think you should be able to, contact support. Salesforce Administration appears.

  3. In the Omni-channel Configuration section, click Omni-channel ConfigurationOmni-channel Configuration appears.

  4. To retrieve your Salesforce presence statuses, click Fetch Omni-channel configuration. The available presence statuses appear in the Presence Status Configuration section.
    Omni-channel Configuration
  5. In the Presence Status Configuration section, map the Salesforce presence statuses to ContactWorld NewVoiceMedia states. For each Salesforce presence status configure the following fields:

    Field nameDescription
    Busy

    Determines whether the ContactWorld agent's state in ContactPad should change to Away or to Ready when your agent or Salesforce changes your agent's status to the corresponding Salesforce presence status.

    Your selection must match the status option for the presence status in Salesforce. For information about Salesforce presence statuses, see Salesforce help.

    Select the check box if you want your agent's status in ContactPad to change to Away. Clear the check box if you want your agent's status in ContactPad to change to Ready.

    ContactWorld only uses this mapping if you do not select a value in the Maps to field.

    Maps toDefines the ContactWorld
    ContactWorld State to map to

    Defines the NewVoiceMedia state that the Salesforce presence status maps to.

    Select the specific

    ContactWorld

    NewVoiceMedia agent state that corresponds to the Salesforce presence status.

    ContactWorld

    NewVoiceMedia changes the agent's state to the specified state when your agent or Salesforce changes your agent's status to the corresponding Salesforce presence status.

    If you

    do not select a specific state in the Maps to field, ContactWorld uses the Busy field to determine the agent's state

    don't specify a state in the ContactWorld State to map to field, NewVoiceMedia will use the default mapping (Ready).

    Presence Status ConfigurationImage Modified

  6. In

    the ContactWorld

    the ContactWorld to Salesforce State Mapping section, alongside each

    ContactWorld

    NewVoiceMedia status click the corresponding Salesforce presence status in the Salesforce Presence to map to list. You must map Salesforce presence statuses to all major states (or categories) in

    ContactWorld

    NewVoiceMedia. Mapping minor states (or sub-categories) is optional.
    ContactWorld to Salesforce State MappingImage Modified
    When your agent or

    ContactWorld

    NewVoiceMedia changes your agent's state in ContactPad,

    ContactWorld

    NewVoiceMedia updates the agent's presence status in their Salesforce Omni-Channel widget to the mapped presence status. If you do not map a Salesforce presence status to a

    ContactWorld

    NewVoiceMedia minor state (or sub-category),

    ContactWorld

    NewVoiceMedia uses the major state's (or category's) mapping to determine what to update the agent's presence status to.

    Note

    If the revert to last status feature is enabled for your account, NewVoiceMedia may override the presence status you specify for the Ready state. For more information, see Revert to status before interaction.


  7. Click Save Configuration.

Using the example settings in steps 5 and 6, the following events will occur.

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