AltiGen MAXCS 7.0 Update 1 Salesforce Connector Configuration Guide - Manual (Page 7)

MaxCS 7.0 Salesforce Configuration Guide Page 7 of 17
Step 3: Assign a SoftPhone Layout to Users
Be sure to assign a softphone layout to each user. You can do this under App Setup in the Customize >
Call Center > SoftPhone Layouts page.
Step 4: Configure MaxAdministrator
You must have one Salesforce Integration seat license for each agent who will be running the
MaxCS Connector.
MaxCS Connector will receive caller ID and IVR data, and will call the Salesforce.com API to match a
record in the customer database.
• Caller ID is from the Central Office (CO)
• IVR data is configured in the MaxAdministrator Auto Attendant (AA) panels
You must set up an AA entry, configuring it to collect digits based upon a value tag and the length of the
digits.
AA Configuration Example
Salesforce has a page for cases; each case has an 8-digit case number prefixed with zeroes. The field
name of a case number is Case.CaseNumber.
In this case, you could configure an AA entry with the tag set to Case.CaseNumber and the digit length
set at 4 – 8.
If a user entered 1234 at this menu, the MaxCS Connector would receive IVR data “Case.CaseNumber
=1234”. The next figure shows how you would configure this AA entry.
To configure MaxAdministrator,
1. In MaxAdministrator, choose System > AA Configuration.
2. In the list, select an AA to update, and then click Edit.