AltiGen MAXCS 7.0 Update 1 Salesforce Connector Configuration Guide - Manual (Page 9)

MaxCS 7.0 Salesforce Configuration Guide Page 9 of 17
2. Navigate to this folder on the DVD:
\MaxCS Connector for Salesforce\Setup
3. In that folder, run Setup.exe.
The next time the client system is rebooted, the MaxCS Connector will automatically start as part of the
Startup services. Until you reboot, you can run the MaxCS Connector from Windows: Click Start > All
Programs > MaxCS Connector for Salesforce > MaxCS Connector.
Testing the MaxCS Connector
To test that MaxCS Connector is working properly, place calls to the extension. You should see the call
alert in the panel, with the Caller ID. If the Caller ID matches a contact in the Directory, the contact
information will appear in the panel.
Using the MaxCS Connector
This section is provided for users who will be using the MaxCS Connector with MaxAgent. Note that
MaxAgent must be running before you run the MaxCS Connector.
1. If the MaxCS Connector has already been started, you will see an icon in the Windows tray
area.
If you do not see this icon, you can run the connector manually: Click
Start > All Programs >
MaxCS Connector for Salesforce > MaxCS Connector.
2. Log into your Salesforce.com account.
The softphone should appear at left-top corner while you are viewing the Contacts, Leads,
Activities, or Accounts pages. Initially, it appears as a Connect CTI Adapter button, as shown in
the next figure.