Page Comparison

1

• Access Salesforce via http://everbright.my.salesforce.com

2

• Log in via SSO by using the ‘Log in with EverBright Login’

• When logged in using SSO, the user’s name will be displayed under the account icon in the top right corner of the Salesforce service console.

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3

• Add the CXone Agent web extension for Chrome: https://chromewebstore.google.com/detail/cxone-agent-webrtc-extens/gcfjbjldfomnopnpdjajjfpldkkdmmoi and select add to Chrome

4

• Add the click to dial feature: https://chromewebstore.google.com/detail/cxone-agent-click-to-dial/anehaijgfhlkchmihoaklaimlclnomag and select add to Chrome

5

• In Salesforce click the waffle menu and select ‘Service Console’

6

• Access the CXone agent softphone by clicking the phone icon at the bottom of the screen (1) and logging in (2):

7

• Select integrated softphone (1) and connect (2)

8

• From the softphone, click the settings icon (1) and update Audio Visual Settings (2).

• Enable alerts and click Save

9

Select Settings (1) and integrated softphone settings (2)

10

• Set the default ringtone (1)

• Set any secondary ringers (2). Secondary ringers will allow notifications through a secondary source such as your laptop

• Click Save (3)