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  • 1.  Migrating from CTI connector to CX Cloud

    Posted 3 days ago

    Hello everyone,

    We use both Genesys Cloud and Salesforce and are currently migrating from the CTI connector to the CX Cloud connector. Although around 80% of our operation has already been migrated, the active CTI connector count still seems to reflect 100% of our operation.

    Has anyone experienced this before or knows how we can investigate why the CTI connector count is still being reported instead of only the CX Cloud connector count increasing?


    #Integrations

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    Charles Coco
    Enterprise Architect
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  • 2.  RE: Migrating from CTI connector to CX Cloud
    Best Answer

    Posted 3 days ago
    Edited by Charles Coco 2 days ago
     
    Yes, we're experiencing this as well. Even though both are for Salesforce, Genesys treats them as separate/independent licenses. That's why, as the migration progresses, we need to remove access/permissions for the legacy connector and ensure that migrated agents have only the new connector permissions assigned.
    One important detail: if the license has already been consumed in the current billing cycle (i.e., the agent logged in during the cycle), removing it from the agent will not reduce the count for this cycle. You should see the difference in the next billing cycle.


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    Elisson Fernandes
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  • 3.  RE: Migrating from CTI connector to CX Cloud

    Posted 2 days ago

    Hello @Elisson Fernandes!

    First of all, thank you for your reply!

    Just to make sure I understood correctly-when you mention removing permissions for the legacy connector, do you mean removing them from the Genesys role?

    Thank you!



    ------------------------------
    Charles Coco
    Enterprise Architect
    ------------------------------



  • 4.  RE: Migrating from CTI connector to CX Cloud

    Posted 2 days ago
    Hi Charles,
     
    That's correct. In our case, we have a specific role that grants access to the legacy connector and another role that grants access to the new connector. As the migration progresses, we update the agents' roles and leave only the new one related to CX Cloud.


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    Elisson Fernandes
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  • 5.  RE: Migrating from CTI connector to CX Cloud

    Posted 2 days ago

    Hi Elisson,

    Could you please be a bit more specific?

    I did a quick search in the Genesys roles, but I couldn't find anything related to CTI, Call Center, or similar permissions. Do you happen to remember which permissions you removed?

    Thanks again!



    ------------------------------
    Charles Coco
    Enterprise Architect
    ------------------------------



  • 6.  RE: Migrating from CTI connector to CX Cloud

    Posted 2 days ago
    Edited by Elisson Fernandes 2 days ago
    The permissions that consume licenses from the legacy Salesforce connector and are assigned to the role are:
     
    Integration > Salesforce > All Permissions
    Integration > Salesforce > Agent
     
    For CX Cloud, the permissions are named as follows:
     
    Integration > cxCloudSFCore > All Permissions
    Integration > cxCloudSFCore > Add
    Integration > cxCloudSFCore > Delete
    Integration > cxCloudSFCore > Edit
    Integration > cxCloudSFCore > View
    Integration > cxCloudSFVoice > All Permissions
    Integration > cxCloudSFVoice > Add
    Integration > cxCloudSFVoice > Delete
    Integration > cxCloudSFVoice > Edit
    Integration > cxCloudSFVoice > View
     
    In the Agent role, we only kept:
     
    Integration > cxCloudSFVoice > Add
    Integration > cxCloudSFVoice > Edit
    Integration > cxCloudSFVoice > View



    ------------------------------
    Elisson Fernandes
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  • 7.  RE: Migrating from CTI connector to CX Cloud

    Posted 2 days ago

    Thank you so much!

    It really helped me!



    ------------------------------
    Charles Coco
    Enterprise Architect
    ------------------------------



  • 8.  RE: Migrating from CTI connector to CX Cloud

    Posted 2 days ago

    hi @Charles Coco, welcome to the community



    ------------------------------
    Cesar Padilla
    INDRA COLOMBIA
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  • 9.  RE: Migrating from CTI connector to CX Cloud

    Posted 2 days ago

    Thank you @Cesar Padilla!



    ------------------------------
    Charles Coco
    Enterprise Architect
    ------------------------------