Getting started
Jabra for Salesforce requires several components for operation.
Installation
Install all software specified in the requirements of Jabra for Salesforce:
- on the agent's computer
- in your Salesforce org
Verify that you use a supported Jabra headset for the agent's computer.
Assign Permission Sets
Assign following permission sets in Salesforce to relevant users:
User Role | Description |
---|---|
Jabra Admin | Assign to administrators of the app. |
Jabra User | Assign to users of the app. |
Configure Jabra Settings
The integration requires specific settings for Jabra.
Change the configuration like this:
- Go to Setup→Custom Code→Custom Settings.
- Go to JabraSettings and click Manage.
- Go to Default Organization Level Value and click New. This will display the list of predefined settings.
- Configure settings to following recommended values:
Setting | Recommended value | Description |
---|---|---|
Actual dB level - high background noise | 55 dB | Threshold for Conversation Coach. |
Actual dB level- medium background noise | 45 dB | Threshold for Conversation Coach. |
Seconds for long crosstalk | 4 seconds | Threshold for Conversation Coach. |
Seconds for short crosstalk | 2 seconds | Threshold for Conversation Coach. |
Seconds of silence | 5 seconds | Threshold for Conversation Coach. |
Show logging in console | [ ] | Leave checkbox un-checked as a default setting. Check it only if you require logs for troubleshooting. |
Amazon Connect CCP URL | Leave this field blank. This is a deprecated setting. |
Configure how Jabra features are displayed to the user
A. Add Utility Items
Add Jabra features to utility bar in relevant Lightning Console Apps.
B. Add Call Control
Do this:
- Go to Setup→App Manager and edit the app where you want the Jabra features installed
- Go to Utility→Items
- Search for VisualForce
- Select the page JabraCallControlForAmazonConnect from the search results
- Make sure that this checkbox is checked: [x] Start automatically
- Define the icon size as 340x240 pixels
- Make sure that this checkbox is un-checked: [ ] Show label
- Set Height to 150 pixels
C. Add Conversion Coach (optional)
Do this:
- Go to Setup→App Manager and edit the app where you want the Jabra features installed
- Go to Utility→Items
- Search for ConversationCoach
- Make sure that this checkbox is checked: [x] Start automatically
- Define the icon size as 340x240 pixels
Now these Jabra features as available for the user.
Configure the Domain
You have to configure your Salesforce URL in Amazon Connect.
A. Look up the Salesforce URL
Do this:
- Open Salesforce
- Go to Setup→Visualforce Pages
- Locate the page JabraCallControlForAmazonConnect
- Click the "arrow-out" icon next to the page entry for JabraCallControlForAmazonConnect
- The syntax of the displayed URL may be similar to one of the following patterns:
https://mySalesforceDomain--jabra.vf.force.com/123/xyz
-
https://mySalesforceDomain--jabra.visualforce.com/123/xyz
https://mySalesforceDomain--jabra.salesforceInstance.visual.force.com/123/xyz
- Copy only the domain part of the displayed URL (including protocol):
https://mySalesforceDomain--jabra.vf.force.com
-
https://mySalesforceDomain--jabra.visualforce.com
https://mySalesforceDomain--jabra.salesforceInstance.visual.force.com
This is your URL as required for Amazon Connect configuration.
B. Add your Salesforce URL to Amazon Connect
Do this:
- Go to Amazon Connect console
- Add your URL as an Approved origin
Now your integration of Jabra for Salesforce is completed.