Customization Tasks

Optional tasks include Omni-channel set up and creating quick replies.

Manage General Agent for Salesforce Settings

You can modify the maximum number of people allowed in a single call and change whether agents are able to delete commitments.

  1. Click the app selector and select ACD.
  2. Go to ACD ConfigurationBusiness Units.

  3. Locate the business unit you want to modify and click to open it.
  4. In the Details tab, click Edit.
  5. Scroll down to the Agent for Salesforce section.
  6. If you need to change your Maximum Number of Conference Parties (including Agent), select a number from the drop-down.
  7. If you want to change whether your agents can delete callback commitments and whether notes are required, set the Delete Commitments field to Can't Remove, Can Remove - With Notes, or Can Remove - Without Notes.
  8. Click Done.

Configure Screen Pops

You can configure and customize screen pops, or windows of information about the contact with whom the agent is currently connected, by creating a query using NICE CXone IVRClosed Automated phone menu that allows callers to interact through voice commands, key inputs, or both, to obtain information, route an inbound voice call, or both. script variables and specifying certain settings in your Salesforce SoftPhone Layout and data mapping.

A screen pop goes through four phases:

  1. Configure the Softphone Layout in Salesforce. Specify:

  2. Create a script in Studio that opens an existing Salesforce case number for the contact. The script should search for the case and, if the case exists, deliver the number and the call metadata to the Salesforce Extension. If the case number does not exist, the script should send the caller’s phone number (ANIClosed Also known as caller ID. Listed phone number of an incoming voice call.) to the extension, which searches for and opens the caller's contact record.

  3. Create the controlled variables for the script to send to the extension. To do so, use Studio to set the ScreenPop property to TRUE (see the Assign script action for more information) and use one or both of the following methods to create controlled variable queries:

    If you do not create query variables, Agent for Salesforce runs a default query, or a query that searches for objects listed in the Salesforce SoftPhone Layout configuration. Agent for Salesforce runs the default query for the ANI in the phone number fields of these objects.

    All variables supplied by the script are passed to the VisualForce page as a query string, including query variables and all other published variables. Salesforce stores all published variables in a custom field on the User object where custom JavaScript code, VisualForce, and Apex pages can access them.

    While custom fields can be accessed by custom code, you should only read from them. You should not update or delete them. This can cause unexpected behavior in Agent for Salesforce.

  4. In Studio, set the ScreenPopSource property of the Reqagent script action to Default from Skill.

  5. In CXone, enable the Use Screen Pops option for each skillClosed Used to automate delivery of interactions based on agent skills, abilities, and knowledge you want to run the query. For more information, see Configure Screen Pops.

Configure Custom Buttons

Salesforce allows you to customize the agent’s experience inside the application; for instance, you may want to configure a custom button in Salesforce to allow agents to open a certain page. However, when CXone integrates with Salesforce, you must consider certain pieces of logic and information from the CXone platform before making customizations. This capability allows you to create any logic in the IVRClosed Automated phone menu that allows callers to interact through voice commands, key inputs, or both, to obtain information, route an inbound voice call, or both. script needed to capture, retrieve, or generate information or metadata about a contact and use it to drive a customized experience within Salesforce while keeping elements of the actual customized experience within Salesforce. This means that you should assign variables to the information or metadata you want to send to Salesforce and publish them. To publish them, you must set the variable ScreenPop property to TRUE. The Salesforce Extension stores these variables as a pipe-delimited list in a custom field on the user object, and they are available to any custom code in the Salesforce environment. A sample use case with code follows the task instructions.

  1. Create a custom button and add it to your page layout. For instance, on the Contact object and page layout. The button could be configured to Execute JavaScript.

  2. Create code that can access NICE CXone variables from the User.Custom_Screenpop_c field. The following code shows how to access data in this field and parse it into a collection of variable names and values for use in your JavaScript.

    // get the contents of the field
    var userVal = "{!User.Custom_Screenpop__c}";
    // create an array that splits on the “|” symbol
    var splitVals = userVal.split("|");
    // each element of the splitVals array will be in the
    // format of “varName=value”, where “varName” is the variable
    // name published from NICE CXone .
  3. Publish variables from the IVR script that you want to use in the JavaScript code.

Customize the Interface with Studio Actions

You can use Studio actions like Indicate, Messages, Page, and Runapp to customize the Agent for Salesforce interface and help guide agents through calls.

  • You can use the Indicate action to allow agents to launch hard-coded links to web pages or applications. These can be common references or resources that agents can quickly access directly from the Agent for Salesforce interface. You can also use the Indicate action to generate a custom button that agents can click to open a web page. When a call is active, the button appears at the bottom of the phone control panel if you choose an agent handling a contact as your recipient. Choosing any other recipient causes the button to appear at the top of Agent for Salesforce.

  • You can use the Messages action to configure an agent message to appear in the top bar of Agent for Salesforce and in the Messages window. You can send a message to a single agent, a team, all agents, or a skillClosed Used to automate delivery of interactions based on agent skills, abilities, and knowledge. An icon in the marquee displays the number of messages.

    You can also create a message in CXone by setting up Agent Messages.

  • You can use the Page action to automatically open pages you create in Studio as certain events occur in Agent for Salesforce.
  • You can use the Runapp action to automatically open a web page when a certain action occurs. Salesforce pages open according to your SoftPhone Layout settings. If the button opens an external web page, these settings are disregarded and the page opens in a new window.

Locale Settings

The locale setting in Salesforce controls how Agent for Salesforce displays numbers, currency, and dates. To modify the format of dates and numbers according to your location, you must modify the Locale setting for the user in Salesforce. These settings also allow you to enable localization for Agent for Salesforce. The user language selection in Salesforce controls the language selection for Agent for Salesforce, but you must enable languages for users to apply them. Salesforce supports the following languages:

  • Chinese (Simplified)
  • Chinese (Traditional)
  • English
  • French
  • German
  • Italian
  • Japanese
  • Korean
  • Portuguese
  • Russian
  • Spanish

Proper names and the names of custom unavailable codes are not localized unless you entered them in CXone using the appropriate language.

  1. Click Setup in the upper right corner.

  2. Use the Search box to search for Manage Users, then click Users.

  3. Click Edit next to the user you want to modify. Do not click the Full Name.

  4. In Locale Settings, update the Locale and Language fields to the preferred locale and language.

  5. Click Save.

Enable Service Cloud User

Enabling the Service Cloud User positions the agent interface as a minimized bar in the lower right corner of the screen. The bar flashes to indicate an incoming contact.

This option is only available to users using the Service Cloud component. If you do not see the Service Cloud User option for your agents, follow the steps below to enable Service Cloud User on your own profile.

  1. Click the drop-down arrow next to your username and select Setup.

  2. Use the Search box to search for Manage Users, then click Users.

  3. Click Add or edit users and set user quotas.

  4. Click Edit next to the user you want to enable with Service Cloud User. Do not click the Full Name.

  5. Select the checkbox next to Service Cloud User.

  6. Click Save.

Enable Personal Connection

  1. Contact your CXone Account Representative to enable PC in your business unitClosed High-level organizational grouping used to manage technical support, billing, and global settings for your CXone environment.
  2. Create a PC outbound phone skillClosed Used to automate delivery of interactions based on agent skills, abilities, and knowledge in CXone. Enable screen pops in the skill and assign the skill to the agents who will use PC.
  3. Upload a calling list in CXone or through Proactive XS. Generate your call lists with the Salesforce IDs to enable generating screen pops from a unique external ID rather than through the default ANIClosed Also known as caller ID. Listed phone number of an incoming voice call. query in Salesforce. Alternately, you can also use query variables in your IVRClosed Automated phone menu that allows callers to interact through voice commands, key inputs, or both, to obtain information, route an inbound voice call, or both. script to control what the Agent for Salesforce searches for in the query.
  4. Go into Skill Control in CXone and start the PC skill. The agent must opt in to begin PC dialing.

Upload a Custom Ring Tone

The maximum file size you can upload is based on your Salesforce file settings. Generally, the maximum size is between 2MB to 25MB. The larger the file size, the more impact it will have on performance when your agents receive a call. The default ring tones are 3 KB.

  1. Click App Launcher (indicated by a dot grid) and search for Files.

  2. Click Libraries > Asset Library > Upload Asset File.

  3. Click Upload File and select the MP3 file to upload. Click OK.

  4. In the Asset Name field, assign a unique name to the ring tone. In the API Name field, assign a unique name beginning with "Ring". Click Save.
  5. Instruct your agents to select the new ring tone.

Display Text or Icons

You can select whether the agent interface displays text or icons. If icons are enabled, the agents can hover over the icon to see the related text.

  1. In Salesforce Classic, click the All Tabs icon (indicated by a blue plus sign).

  2. If you are using Salesforce Classic, click Agent for Salesforce Settings.

    If using the Lightning Experience, click the App Launcher icon (indicated by a grid of dots) > View All > Salesforce Agent Settings.

  3. In the Display Text or Icons on Buttons and Labels field, select Display Text or Display Icons.

  4. Click Save. The changes will display when agent's refresh their pages.

Configure Dynamic Data Display for Inbound Calls

Required Permission: Scripts Create permission.

Dynamic data display is only available in the Fully Integrated Lightning Agent for Salesforce.

Agent for Salesforce automatically displays a customer's caller ID, the skill, and a timer when an agent receives an incoming call. With dynamic data display, you can use Studio scripting to display additional customer data to agents receiving incoming calls. You can pull customer data from other applications. Agents will not need to gather that information from the customer.

Dynamic data display will only work for agents who have the inbound skill that you use in the script.

Setting up dynamic data display requires modifying a template script in Studio. The script uses the CustomEvent action, which is found on the Framework tab in Studio. This tab is normally hidden, but if you use dynamic data display, you need the tab to be visible. Enabling this tab can only be done by a CXone Account Representative.

  1. Download the template script: IB_Phone_Custom_script.xml.

  2. In Studio, import the IB_Phone_Custom_script.xml file.

  3. Save the script in a new folder with a name that identifies the purpose of the script. For example, you could call it IBCustomScript or give it the name of the point of contact.

  4. Configure the Skill property of the Reqagent action with the inbound skill you want to associate with the script.

  5. If you want to add branches for Onreskill and Ontransfer, select all of the actions in one of the existing branches, then copy and paste them into the script. If you don't want to use one of the default branches, delete it.

  6. For each branch in your script, customize the data displayed to the agent: 
    1. Double-click the Set Field Values Snippet action and modify the default global variables to customize the appearance of the text the agent sees. You can override the default for specific fields.

    2. The Snippet code includes a dynamic variable called reqPayloadField. Copy and customize it for each field you want to include. You can add up to ten fields.

      Array of variables for adding fields to the script

      reqPayloadField[1].text="<Your dynamic text goes here>"
  7. Don't modify the Set Custom Event Payload Snippet action or the CustomEvent action. The CustomEvent action must have the following values or this script won't work:

    • TargetAgent{__agentId}

    • EventNameContact_CustomMessages

    • Data{reqPayload}

  1. Make sure you see the Framework tab in Studio. If you don't, contact your CXone Account Representative.

  2. Open the Studio application. Click File > Import from File.

  3. Select the CustomScript folder. Open the script named IB_Phone_Custom_script.xml.

  4. Click File > Save. Create a new folder. You can name it IBCustomScript or give it the name of the point of contact. Open the folder and click Save to import your custom script.

  5. In the properties of the Reqagent action, configure the Skill property with the skill you want to associate with the script.

  6. Set the CustomEvent action to Onanswer, Onhold, Onreskill, Ontransfer, or a combination of these.

  7. Open the Onanswer snippet action named Set Field Values.

  8. Set the global font size, weight, and style for variable names.

  9. Create more fields with the same array format as above if desired. You can create up to 10 fields. Once you have all of your desired fields, click Apply.

  10. In the CustomEvent action, make sure that these fields have the following values:

    • TargetAgent is set to {__agentId}.

    • EventName is set to Contact_CustomMessages.

    • Data is set to {reqPayload}.

If you experience issues with importing or saving the scripts, please contact the NICE CXone Implementation Team.