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Unaric Voice 

 

Only required for call center configuration legacy.

 

To update an existing Call Center Adapter to a newer version, the new adapter will not overwrite the existing adapter. It will install as a new adapter with a new version number.

 

 

1. Download the call center adapter configuration file

Download the adapter (right mouse click, save target as) and save it on your hard disk.

 

For the extended Call Center Configuration use: adapter-extended-configuration.xml

For the Call Center configuration (Legacy) no longer adapter files are provided

2. Add the configuration file to Salesforce

Select: Setup > AppSetup > Customize > Call Center > Call Centers (a Salesforce administrator permission is required. If the option is not displayed, contact your Salesforce administrator)

 

Click on the button: Import an select the file adapter-extended-configuration on your local hard disk

 

Browser for adapter.xml

Browser for adapter.xml

 

 

CTI Data Connector - Call Center Adapter 5 will be added to the call center list

 

call center list

call center list

 

 

 

The extended Call Center Adapter does not need any change in the adapter file

 

extended call center adapter 

extended call center adapter

3. Copy and paste values

Now copy and paste the values from the old adapter.

 

 

Important - You always have to copy the CTI Adapter URL.

4. Add users

Select the old call center adapter (click on adapter name) and scroll to the end of the adapter

 

Now click on the button: Manage Call Center Users

 

add call center users

add call center users

 

 

Make a screenshot of all users assigned to the adapter

 

If you want to move all users to the new adapter delete the old adapter.

If you want to move only some users, delete the users.

 

Now open the new adapter and add the users.

 

 

If the user is not listed, he is probably assigned to another call center adapter. You have to remove the user from this adapter because one user cannot be assigned to multiple adapters at the same time.