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  • 1.  Better Method to Answer Interactions with Salesforce/Genesys Integration

    Posted 08-21-2023 11:54
    No replies, thread closed.

    Just wanted to see other companies method on answering interactions.

    We have our Genesys integrated with Salesforce, we have the option to answer calls by clicking answer in Salesforce or Genesys. Which option have you seen that best answers the call in a timely manner with less issues?


    #Integrations
    #Telephony

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    Tommy Oudavanh
    ISN Software Corporation
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  • 2.  RE: Better Method to Answer Interactions with Salesforce/Genesys Integration

    Posted 08-21-2023 20:29
    No replies, thread closed.

    Tommy,

    Are you saying that your users are running both clients at the same time? It was my understanding that this is not supported...



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    Paul Simpson
    Eventus Solutions Group
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  • 3.  RE: Better Method to Answer Interactions with Salesforce/Genesys Integration

    Posted 08-22-2023 08:55
    No replies, thread closed.

    Hey Paul,

    Yes, our reps have the Genesys app and SF opened at the same time. They are integrated so Genesys can sent the interactions to SF where rep's make their notes of the call. This set up allows us to answer from the Genesys app or from SF directly.



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    Tommy Oudavanh
    ISN Software Corporation
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  • 4.  RE: Better Method to Answer Interactions with Salesforce/Genesys Integration

    Posted 08-22-2023 10:06
    No replies, thread closed.

    Tommy,

    I may be wrong (I'm sure others will correct me if I am) but running multiple clients as the same user, at the same time, is known to cause problems. This is true of Browser & Desktop App, even multiple Browser tabs!



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    Paul Simpson
    Eventus Solutions Group
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  • 5.  RE: Better Method to Answer Interactions with Salesforce/Genesys Integration

    Posted 08-23-2023 03:38
    No replies, thread closed.

    As far as I'm aware it is not recommended to run different types of embedded clients concurrently:

    About Genesys Cloud Embeddable Framework - Genesys Cloud Resource Center (mypurecloud.com)

    Warning: Do not run different versions of the Genesys Cloud embedded client (Genesys Cloud for Salesforce, Genesys Cloud for Zendesk, Genesys Cloud for Microsoft Teams, Genesys Cloud for Chrome, Genesys Cloud for Firefox, or Genesys Cloud Embeddable Framework) simultaneously. Otherwise, you will experience unusual behavior with interaction logs, WebRTC phones, and other functionalities.



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    Peter Buzas
    Genesys - Employees
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  • 6.  RE: Better Method to Answer Interactions with Salesforce/Genesys Integration

    Posted 08-23-2023 09:47
    No replies, thread closed.

    Thanks for confirming, Peter.

    We have seen issues when users have had the Salesforce or Desktop App open, but then also a browser open to monitor dashboards etc. (usually Supervisors). Same with multiple browser tabs.

    To be clear, the issue is almost always when interactions are involved. There doesn't seem to be an issue with having multiple pages from the Admin interface open at the same time. (or maybe we just haven't experienced it! 😁)



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    Paul Simpson
    Eventus Solutions Group
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  • 7.  RE: Better Method to Answer Interactions with Salesforce/Genesys Integration

    Posted 08-23-2023 16:17
    No replies, thread closed.

    Do you know how most companies would notate the call? How would we get it to our CRM?



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    Tommy Oudavanh
    ISN Software Corporation
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  • 8.  RE: Better Method to Answer Interactions with Salesforce/Genesys Integration

    Posted 08-23-2023 17:08
    No replies, thread closed.

    That's what the integration is for. You run the Salesforce client only and manage your calls from there.

    HTH



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    Paul Simpson
    Eventus Solutions Group
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  • 9.  RE: Better Method to Answer Interactions with Salesforce/Genesys Integration

    Posted 08-30-2023 13:01
    No replies, thread closed.

    If we only had Salesforce up, would our workforce management still be able to view adherence. And would reps only log into Genesys to get schedules then log off?



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    Tommy Oudavanh
    ISN Software Corporation
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  • 10.  RE: Better Method to Answer Interactions with Salesforce/Genesys Integration

    Posted 08-24-2023 13:01
    No replies, thread closed.

    To have a CRM page screen-pop inside of Genesys Cloud, you would need something like an Eccentex product:

    You can't embed a Salesforce page into Genesys Cloud via an iFrame. 



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    Maksim Gill
    Eccentex (Advanced Case and Email Management Platform for Genesys)
    https://www.eccentex.com/genesys
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