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IPO 8.0 with SalesForce Integration

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vpmol

Vendor
Mar 11, 2008
245
US
Anyone have any experience with the IPO 8.0 SalesForce integration? We installed OneX Portal on our customer's server and the client onex on each PC using the integration. We have IPO 8.0, Power Users and installed the SalesForce plug in. Also the CTI Toolkit that is required.

We can make outbound calls thru SalesForce by clicking next to the number and it seems all the CLID info is retrieved thru the OneX Portal but the screen pops are not working in the plugin. So incoming calls are not recognized in the SF plugin and no account information is appearing on inbound calls.

We have read every doc that Avaya has in Knowledge Base, and there seems to be no other documentation out there which would help us troubleshoot this.
 
Try this doc, it's for the CM but screen pop should almost work the same i guess.


Avaya_Red.gif

___________________________________________
It works! Now if only I could remember what I did...

Dain Bramaged (Avaya Search tool )
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Actually got it working last night. We were testing it on a Window's 7 PC and needed to have the adapter run as an administrator because of the user account controls. After we did that---it works perfectly. Well...some issues with the SF plugin crashing but I am happy.
 
OK, glad you have it working.

Avaya_Red.gif

___________________________________________
It works! Now if only I could remember what I did...

Dain Bramaged (Avaya Search tool )
______________________________________
 
Hello,

I'm in the same situation...

But when I run the software as an account that has admin rights within the users session, the salesforce softphone dosent load ?!

vpmol could you please kindly explain with more details your work around ?

Thanks
 
I could only get it to work with IE8. In IE9, Chrome or Firefox the softphone wouldn't show up. Supposedly in r8.1 they are making some changes to it.

ACIS
ACSS
APSS
CompTIA Convergence+
CCNA
CCVP
I'm also ShoreTel certified :(
 
Yes only in IE. Also running the salesforce adapter as an administrator was how I got it going. Open up Salesforce with IE and you should see it.
 
Can some one share exactly what licenses in need on the IPO R8 to get this operational? Just CTI? or does each user need a license?

 
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