Rainbow CTI connector for SalesForce.com demonstration

Table of Contents Introduction ................................................................................................................................................... 2

Technically: ............................................................................................................................................ 2

Pre-requisites for the demo .......................................................................................................................... 2 How to obtain access to the Demo? ............................................................................................................. 2 How to setup the Demo? .............................................................................................................................. 5

Preparation ................................................................................................................................................ 5 Demo pop up and the creation of a new contact ..................................................................................... 9 Demo click to call ..................................................................................................................................... 11 Demo pop up a created contact .............................................................................................................. 12 The plus of the demo .............................................................................................................................. 13

Contacts ....................................................................................................................................................... 13

Introduction

Pitch of the demonstration : Your representatives that are equipped with SalesForce.com lightning

edition too save time as they need to have a pop up when a call is presented on their phone and can click

to call from a salesforce.com contact page.

You want to have a cost-effective solution avoiding any on premise server nor buying any license,

compatible with Oxe and Oxo Connect

Technically:

That is a pure cloud solution.

Request the service to ALE to get the salesforce.com openCTI deployment guide and the access to the

Rainbow widget.

The target of this demonstration is to show the interaction between the end-customer and an advisor, in

the context of salesforce.com for:

- Bank - Transportation - Healthcare - Hospitality - Industry

It is the opportunity to demonstrate the power of the Rainbow API as the communications services are

proposed through a salesforce portal integration. It demonstrates the CPaaS (Communications Platform

as a Service) capabilities of the Rainbow solution.

Pre-requisites for the demo

Your mobile phone

You Pc with windows connected to internet

For optimal use, you should make sure of the following:

• Minimal resolution of 1024x768

How to obtain access to the Demo?

The process for access is as follows:

1. When on the eDemo Rainbow CTI connector for Salesforce.com dedicated booking web page (http://edemo.al-mydemo.com/?page_id=3232):

- fill in the required fields (marked with a *)

- the calendar can help selecting the requested demo timeslot

- a 2 working days delay shall be considered for validation

- “Email” and “ALE email contact” information may be the same if the demo is requested by an ALE employee, or different if the demo is requested by a non ALE employee.

- The “Zone” in which the demo will be run (EMEA, APAC, NAR, CALA) is needed to allocate the relevant support for the demonstration

- Click on the “Submit” button

Once your request is approved, you will receive an email including links to the demo and accounts and

passwords to access the demo:

Email content

Hi xxxxx,

Your demo request for Rainbow with SFDC integration from xxxxx to xxxx has been approved!

Details for connection:

• Rainbow with SFDC integration o Computer: Rdp-Salesforce.ebs.xxx o Remote Desktop gateway: dmzxx-rdpgw.al-mydemo.com o First login (Your personal one for the gateway): ebs\xxxxx.xxxxx o First password (Your personal one for the gateway): xxxxxxxx o Second login: ebs\rainbow.salxxxxx o Second password: xxxxxxxxx

• SalesForce.com access:

o SalesForce URL o SalesForce login: John.Dunbar@al-mydemo.com o SalesForce Password: xxxxxx o Rainbow login: John.Dunbar@al-mydemo.com o Rainbow Password: xxxxxxx o Call John: +33 298 020 xxx extension 33674

When you book a customer facing demo and if it is the first time you will do the demo, it is strongly

recommended you book an additional and prior demo training timeslot in order to validate that you are

able to connect to the demo platform, do the demo and deliver the associated key message.

Email attachment:

How to setup the Demo?

1) Connect the rdp

Start by connecting the rdp

Preparation Connect the remote desktop. You will find

• the Chrome to launch salesforce.com

• the IPDSP associate with your SF and Rainbow user

• the thunderbird to access user mailbox to retrieve SaleForce.com security code

Launch chrome that includes SalesForce.com url and login the SF user.

SF can request a security code that you will retrieve in thunderbird.

When you launch thunderbird you connect the SF user mail account and retrieve the SF mail including

the security code.

When logged in SF, launch the IPDSP and log in the Rainbow widget

Check the the phone number is present, if so you can demonstrate.

Demo pop up and the creation of a new contact Call with you mobile the user Rainbow by calling +33 298 020 450, select the language and dial the IPDSP

phone number 33674

SF pop up a new contact page create as the mobile is used for the first time with the demo. If that has

been already used the SF contact page will popup.

Update the name and set the phone number from phone to mobile.

Give a correct name surname and move the number to mobile to demonstrate that we look up the

phone number contact as the mobile to pop up

Demo click to call Find your created contact

And click to call your mobile

Demo pop up a created contact Call with your mobile the SF user and demonstrate that the contact provided in SF is the one created

previously based on mobile number.

The plus of the demo With your rainbow account search for Dunbar, invite him, chat and run a call via Rainbow.

End the demonstration.

Contacts

eDemo support team:

EMEA: edemo-support@al-enterprise.com

APAC: edemo-support-apac-china@al-enterprise.com

Americas: edemo-support-americas@al-enterprise.com