If your agents use Vonage Contact Center (VCC) alongside Salesforce's Omni-Channel feature, both Vonage Contact Center VCC 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.
To avoid this problem, if enabled for your account, you can integrate Vonage Contact Center VCC with Salesforce Omni-Channel so each system knows the status of the agent in the other.
To integrate Vonage Contact Center VCC with Salesforce Omni-Channel, create mappings between Vonage Contact Centerbetween VCC's states and Salesforce's presence statuses. When you create your mappings, you can configure the following events:
- When your agent or Vonage Contact Center VCC 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, Vonage Contact Center VCC 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. This is the default behavior even if you have not integrated Vonage Contact Center VCC with Salesforce Omni-Channel presence.
- When your agent goes offline in Salesforce Omni-Channel, Vonage Contact Center VCC logs the agent out of ContactPad
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To create your mappings, perform the following steps:
Log in to Vonage Contact CenterVCC. For information about logging in to Vonage Contact CenterVCC, see Logging in to the Vonage Contact Center Admin Portal.
From the Vonage Contact Center VCC homepage, move your mouse pointer over the menu icons on the left of the page.
In the menu that appears, click Salesforce AdministrationCRM Admin (within Business Apps). If you cannot see Salesforce Administration and CRM Admin and think you should be able to, contact support. Salesforce AdministrationCRM Admin appears.In the Omni-channel Configuration Presence mappings section, click Omni-channel Configuration. Omni-channel Configuration appearsPresence mappings. Presence mappings appears.
- To retrieve your Salesforce presence statuses, click Fetch Omni-channel configuration Get Salesforce presence statuses. The available presence statuses appear in the Presence Status Configuration section Salesforce presence statuses to VCC agent states section.
In the Presence Status ConfigurationSalesforce presence statuses to VCC agent states section, map the Salesforce presence statuses to Vonage Contact Center VCC states. For each Salesforce presence status configure the following fields:
Field name Description ContactWorld State to map toVCC state Defines the Vonage Contact Center VCC state that the Salesforce presence status maps to.
Select the specific Vonage Contact Center VCC agent state that corresponds to the Salesforce presence status. Vonage Contact Center VCC 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 don't specify a state in the ContactWorld State to map toVCC state field, Vonage will use the default mapping (Ready).
In the ContactWorld VCC agent states to Salesforce State Mapping sectionpresence statuses section, alongside each Vonage Contact Center VCC status click the corresponding Salesforce presence status in the Salesforce Presence to map tostatus list. You must map Salesforce presence statuses to all major states (or categories) in Vonage Contact CenterVCC. Mapping minor states (or sub-categories) is optional.
When your agent or Vonage Contact Center VCC changes your agent's state in ContactPad, Vonage Contact Center VCC 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 Vonage Contact Center VCC minor state (or sub-category), Vonage Contact Center VCC 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, Vonage Contact Center VCC may override the presence status you specify for the Ready state. For more information, see the the Revert to status before interaction (inbound only) section later in this page.
- Click Save Configuration.
Using the example settings in steps 5 and 6, the following events will occur.
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