Set Up Agent for Service Cloud Voice

The setup is performed in Salesforce, therefore the following sections give general instructions. If you need more detailed step-by-step information, visit the Salesforce help center. After adding the agent user accounts to the contact center, the agents can access the Phone tab in the Omni-Channel widget. In this tab they can log in and start handling calls. When you install Agent for Service Cloud Voice (SCV), you are given a trial license with 25 seats that will expire after 30 days. To avoid this expiration, you must talk to your NICE CXone account manager to update your license to an active license. The account manager must create a work order to update your license.

Before You Begin

Your Salesforce setup must include (Agent for SCV with Partner Telephony licenses. You must obtain these licenses through Salesforce.

  • You must have a Salesforce account with permissions to access and configure the Feature Settings page. Use this account to perform the steps on this page.
  • Acquire the contact center definition file from your NICE CXone representative. This file must be in XML format.
  • Ensure you are installing and using Agent for SCV on a supported platform and in a supported browser.
  • Confirm that you do not have a namespace defined in your Salesforce org. You typically define a namespace when you use a developer org to create a managed package for distribution. Agent for SCV has its own namespace and will not run in an org that has already defined one. If you have one already defined, refer to Salesforce help.
  • If you already have a contact center definition named NICE CXone Contact Center, rename it before you install the application, because the installation will fail as it tries to create a new contact center definition.

Install the Salesforce Package

  1. Navigate to http://appexchange.salesforce.com and search for NICE CXone.

  2. Select NICE CXoneAgent for Service Cloud Voice.

  3. Click Get It Now.

  4. Click Install in production. If prompted, log in first by clicking Log in to the AppExchange.

  5. Agree to the terms and conditions, and then click Confirm and Install.
  6. If prompted, select a username and log in.

  7. Choose whether to Install for Admins Only, Install for All Users, or Install for Specific Profiles..., then click Install.

    If you choose Install for Specific Profiles..., you have the option to choose which profiles have access to the package. You can set a global policy by using the Set access level for all profiles to setting, and then modify profiles from there.

  8. Grant access to api.incontact.com and click Continue.

  9. When the installation has completed, click Done.

You should now see CXoneAgent for Service Cloud Voice in Installed Packages. To navigate there go to Setup > search for Installed Packages in Salesforce. There, you can see the number of licenses you have and the expiration date.

Partner Telephony Set Up

Enable Agent for Service Cloud Voice with Partner Telephony

  1. Log in to the Salesforce org where you want to install Agent for SCV.
  2. Click Setup icon of a lightning bolt inside a gear. in the top right corner in Salesforce. Launch the Setup application.
  3. Search for Partner Telephony Setup. Select the Partner Telephony Setup search result. It will not appear if you don't have Partner Telephony licenses.
  4. Follow the prompts on the Agent for SCV setup page to enable both Voice and Omni-Channel.

Create an Available Presence Status

So your agents can handle calls, apply the phone channel to at least one presence status. This gives your phone agents the ability to set their status to available and accept calls. You can create a new status or you can apply a phone channel to an existing status. Agent for SCV currently only supports Salesforce statuses, not CXone unavailable codes.

  1. In Salesforce, click Setupicon of a lightning bolt inside a gear. in the top right corner. Launch the Setup application.
  2. Search for Presence Statuses and select the Presence Statuses search result.
  3. Set an available status:
    • If you want to create a new status:
      1. Click Add.
      2. Name the new status.
    • If you want to edit an existing status, click the status that you want agents to use for phone calls.
  4. Click to highlight Phone in the list of channels.
  5. Click >> to add Phone to the status.
  6. Click Save.

Create Contact Center

  1. Save the NICE CXone Call Center XML file to your desktop.

    1. Right-click on the link above

    2. Click Save link as

    3. Save as an XML file to your desktop in a location you choose

  2. Navigate back to the Agent for SCV setup page by searching for Partner Telephony Setup in the Setup navigation pane and selecting Partner Telephony Setup.

  3. Under step 3, click Create Contact Center.

  4. In the window that appears, select NICE CXone.

  5. Upload the NICE CXone Call Center XML file that you saved in step one.

    After you upload the file, the new contact center will appear on the Partner Telephony Contact Centers page.

Create a Certificate in Salesforce

  1. In Salesforce, click Setupicon of a lightning bolt inside a gear. in the top right corner. Launch the Setup application.
  2. In the Setup navigation pane, search for Certificate and Key Management and select the Certificate and Key Management search result.
  3. Click Create Self-Signed Certificate.
  4. In the Label and Unique fields, enter NICE_Cxone_Service_Cloud_Voice.
  5. Select Exportable Private Key if you want to export your keys to a keystore for safekeeping.
  6. Select Key Size from the drop-down.
  7. Click Save.
  8. Click Download Certificate.
    • Navigate to the downloaded NICE_Cxone_Service_Cloud_Voice.crt file on your computer.
    • Right-click and select Open with > Notepad.
    • Copy the public key and place it in the uploaded contact center that you created earlier in the set up process.

Add Agents to the Contact Center

  1. In the Setup navigation pane, search for Partner Telephony Contact Center and select Partner Telephony Contact Center.
  2. Select the NICE CXone Agent for Service Cloud Voice contact center.
  3. Add agent user accounts.
    1. Scroll down to Contact Center Users. Click Add.
    2. Select the users you want to add, then click Done. The users then appear under Contact Center Users.

Apply Permissions

After you enable Voice, Salesforce automatically creates two permission sets:

  • Contact Center Admin (Partner Telephony): Allow users to create and manage Voice contact centers.
  • Contact Center Agent (Partner Telephony): Allow users to make and receive calls in Voice.

Assign both permission sets to your account and add agents to continue the Agent for SCV setup.

  1. In the Setup navigation pane, search for Permission Sets and select the Permission Sets search result.
  2. Select the Contact Center Admin (Partner Telephony) permissions set, then click Manage Assignments.
  3. Click Add Assignment.
  4. Check the box next to your name, then click Next.
  5. Click Assign.
  6. Click Permission Sets in the Setup navigation pane again and repeat the process for the Contact Center Agent (Partner Telephony) permissions set.
  7. Click Permission Sets in the Setup navigation pane again and select the Contact Center Agent (Partner Telephony) permissions set.
  8. Click Manage Assignment > Add Assignment.
  9. Check the box next each user each agent you want to add and click Next.
  10. Review the list of users and click Assign.
  11. Assign Presence Sync status to Role
    1. In the Setup navigation pane, search for Profiles and select the Profiles search result.
    2. Under Enabled Service Presence Status Access, click Edit.
    3. Add from the Available Services Presence Statuses column to the Enabled Service Presence Statuses column.
    4. Click Save.

Remote Site Settings

Before starting this process, you will need your domain URL. Go to the Setup navigation pane, search for Domain and select the My Domain search result. Use the URL in the Current My Domain URL field for the following steps.

  1. In the Setup navigation pane, search for Remote Site Settings and select the Remote Site Settings search result.

  2. Click New Remote Site.

  3. In the Remote Site URL field, enter the modified Current My Domain URL (get this by searching for My Domain and clicking on the search result).

    The Current My Domain URL will be modified depending on which org you are creating the remote site for. Each remote site you create will have a different name for the Current My Domain URL field.

  4. Repeat steps 1-3 to create as many remote sites as you need.

Add the Omni-Channel Widget to the Application

  1. In the Setup navigation pane, search for App Manager and select the App Manager search result.

  2. Find the app you want the Omni-Channel Widget to appear in. Click the drop-down arrow for that application and click Edit.

  3. Click App Options and set Navigation Style to Console Navigation.

  4. Click Utility Items (Desktop Only) and search for Omni-Channel. Click the search result to add it.

  5. Click Navigation Items and search for Voice Calls. Click the search result to add it.

  6. Click User Profiles to add profiles.

  7. Click the arrow in the top left corner to leave the Lightning App Builder.

Enable Launch Indicators

You can enable launch indicators from Studio in Agent for SCV. If you have questions about Studio scripting, contact your CXone Account Representative.

  1. In the Setup navigation pane, search for Lightning App Builder and select Lightning App Builder.

  2. Click New > Voice Extension > Next.

  3. Use the Label field to name your new app and click Next > Finish.

  4. In the left pane, under the Custom heading, you will see the app you just created. Click and drag it into the Lightning App Builder pane to the right.

  5. Click Save > Activate.

  6. In the Setup navigation pane, search for Partner Telephony Contact Center and select Partner Telephony Contact Centers.
  7. Open your existing contact center and click Edit.
  8. In the Voice Extension drop-down, select the activated app.
  9. Click Save.