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Installing the adapter in Salesforce

How to install the Engage Salesforce Adapter for Outbound


Installing the Engage Salesforce Integration package in your Salesforce environment is easy. With just a few clicks the adapter is ready to use. Once you've logged into salesforce.com with your user name and password, simply click the following link to begin the installation:
Genesys Outbound Adapter (password is “Genesys1”)
Choose your security level to begin the download. As you follow the prompts at the bottom of the page, you will be asked to approve third-party access in order to complete the installation. Once the package has been installed successfully, you'll see the Installation Complete message displayed. Now you just need to verify the configuration settings are installed and that there is a remote site record. These next sections will help you with those tasks.

How to verify the configuration settings are installed


To check that your configuration settings were installed properly, navigate to Custom Settings found under Develop in the Setup area. Here you should see the Engage Connection record which stores the configuration settings for Engage.

One more step and you're done. Next, verify that there is a remote site record created.

How to verify a remote site has been created


To check that there is a remote site created for Engage, you'll need to navigate to the Remote Site Settings option, found under Security Controls in the Setup area. Click on the New Remote Site button, add in your remote site details in the new window that opens and Save your changes.

Congratulations! Now that you've completed all the above steps, you're ready get started with your Engage Salesforce Adapter for Outbound!

Read on to find out more about configuration options as well as some basics on using the adapter.

This page was last modified on December 20, 2017, at 11:50.


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