Deployment Guide
Prerequisites
You must have installed the EFCX on your server before integrating with SAP.
SAP Sales and Service Cloud Version 2 Configurations
Log in to SAP with administrative privileges.
Go to Settings > All Settings, search for General Settings, and select the one for Agent Desktop then make sure to activate all options.
Go to Settings > All Settings, search for Content Security Policy, then add the URL domain (*.domain.com) to all available sections.
Go to Settings > All Settings, search for Live Interaction Widget, then add the following configuration:
Label | Value |
|---|---|
Provider Name | Add a name to be displayed as the title. |
Provider ID | This is the CTI toolbar provider, e.g., ExpertFlow. |
Provider URL | This should point to the Deployed application URL. |
Enable Outbound Telephony | Activate this option to support the click-to-dial feature. |
Call Attached Data | Select Custom 1. |
Channels | Add all supported channels, such as phone and chat, and activate them. For Chat, ID = CHAT, Identify Customer By = Email For Phone, ID = PHONE, Identify Customer By = Phone |