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MaxCS 7.0 Salesforce Configuration Guide
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Contents
Introduction ............................................................................................................................................ 3
Requirements ................................................................................................................................... 3
Architecture ...................................................................................................................................... 4
Configuring the MaxCS Salesforce Connector ...................................................................................... 5
Step 1: Import the Call Center CTI Adapter ..................................................................................... 5
Step 2: Add Users to the Connector ................................................................................................ 5
Step 3: Assign a SoftPhone Layout to Users ................................................................................... 7
Step 4: Configure MaxAdministrator ................................................................................................ 7
AA Configuration Example ............................................................................................................... 7
Installing the MaxCS Connector on Client Systems .............................................................................. 8
Testing the MaxCS Connector ......................................................................................................... 9
Using the MaxCS Connector ................................................................................................................. 9
About Call Control .......................................................................................................................... 11
Receiving Calls .............................................................................................................................. 11
Making Calls ................................................................................................................................... 12
Configuring MaxCS Connector Settings ........................................................................................ 13
Troubleshooting ................................................................................................................................... 14
The Connector Panel Does Not Open ........................................................................................... 14
Security Warning ............................................................................................................................ 15
Privilege Warning ........................................................................................................................... 15
Lost Connection with MaxAgent .................................................................................................... 16
Settings for Chrome Browsers ....................................................................................................... 16
Settings for Firefox Browsers ......................................................................................................... 16
AltiGen Technical Support ................................................................................................................... 17
AltiGen Communications, Inc. 410 East Plumeria Dr. San Jose, CA 95134 Telephone: 888-AltiGen (258-4436) Fax: 408-597-9020 E-mail:
[email protected]
Web site: www.altigen.com
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