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MAXCS 7.0 Update 1 Salesforce Connector Configuration Guide
Manual
AltiGen MAXCS 7.0 Update 1 Salesforce Connector Configuration Guide User Manual
AltiGen Software
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Application Notes:
MaxCS Connector
For Salesforce.com
March 24, 2014
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Table of contents
Document Outline
Introduction
Requirements
Architecture
Configuring the MaxCS Salesforce Connector
Step 1: Import the Call Center CTI Adapter
Step 2: Add Users to the Connector
Step 3: Assign a SoftPhone Layout to Users
Step 4: Configure MaxAdministrator
AA Configuration Example
Installing the MaxCS Connector on Client Systems
Testing the MaxCS Connector
Using the MaxCS Connector
About Call Control
Receiving Calls
Making Calls
Configuring MaxCS Connector Settings
Troubleshooting
The Connector Panel Does Not Open
Security Warning
Privilege Warning
Lost Connection with MaxAgent
Settings for Chrome Browsers
Settings for Firefox Browsers
AltiGen Technical Support
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