If your agents use ContactWorld use Vonage Contact Center (VCC) alongside Salesforce's Omni-Channel feature, both ContactWorld 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 ContactWorld VCC with Salesforce Omni-Channel so each system knows the status of the agent in the other.
To integrate ContactWorld VCC with Salesforce Omni-Channel, create mappings between ContactWorldbetween VCC's states and Salesforce's presence statuses. When you create your mappings, you can configure the following events:
- When your agent or ContactWorld 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, ContactWorld 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 VCC with Salesforce Omni-Channel presence.
- When your agent goes offline in Salesforce Omni-Channel, ContactWorld VCC logs the agent out of ContactPad.
To create your mappings, perform the following steps:
Log in to ContactWorldVCC. For information about logging in to ContactWorldVCC, see Logging in to ContactWorldthe Vonage Contact Center Admin Portal.
From the ContactWorld VCC homepage, move your mouse pointer over the menu icons on the left of the page.
Salesforce Administration
In the menu that appears, clickCRM Admin (within Business Apps). If you cannot see
Salesforce Administration andCRM 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 ContactWorld VCC states. For each Salesforce presence status configure the following fields:
Field name Description 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 to Defines the ContactWorld
ContactWorldVCC state Defines the VCC state that the Salesforce presence status maps to.
Select the specific
ContactWorldVCC agent state that corresponds to the Salesforce presence status.
do not select a specific state in the Maps to field, ContactWorld uses the Busy field to determine the agent's stateVCC 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 VCC state field, Vonage will use the default mapping (Ready).
In
the ContactWorldthe VCC agent states to Salesforce
State Mapping sectionpresence statuses section, alongside each
ContactWorldVCC 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
ContactWorldVCC. Mapping minor states (or sub-categories) is optional.
ContactWorld
When your agent orVCC changes your agent's state in ContactPad,
ContactWorldVCC 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
ContactWorldVCC minor state (or sub-category),
ContactWorldVCC uses the major state's (or category's) mapping to determine what to update the agent's presence status to.
- Click Save Configuration.
...
Note If the revert to last status feature is enabled for your account, VCC may override the presence status you specify for the Ready state. For more information, see the Revert to status before interaction (inbound only) section later in this page.
- Click Save Configuration.
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