1. Administering Live Experience
  2. Configure the Media Toolbar in Sales or Fusion Service

Configure the Media Toolbar in Sales or Fusion Service

Configure the Media Toolbar for the Live Experience service.

  1. Sign into Sales or Fusion Service as an administrator.
  2. Enable the Computer Telephony Integration (CTI) feature.
    1. Open the Setup and Maintenance work area. From the top-right corner, click on your profile, then, under Administration, select Setup and Maintenance.
    2. Select the Actions button and then select Go to Offerings.
    3. Under Offerings, select Service, and then select Opt In Features.
    4. For the row Communication Channels, select the pen icon in the Feature column. Ensure that CTI Toolbar is enabled.
  3. Add the Live Experience service to the Media Toolbar.
    1. Return to the Setup and Maintenance work area. Click on the Tasks tab icon and then select Search.
    2. On the Search page, search for and select the Manage Media Toolbar Configuration task.
    3. Add, name, and configure a new toolbar.

      • Set the status to Enabled.

      • Set the layout to Embedded (Horizontal).

      • In the Communication Panel URL field, enter the Live Experience service URL, which you noted down earlier.

      • Set Notification to Off.

      • Set the toolbar as the default toolbar.

    4. Click Save and Close.
  4. Add the media toolbar to the profiles of those Sales or Fusion Service agents who need access to Live Experience. If the media toolbar is already configured as the default toolbar for your site, then you can skip this step.
    1. Return to the Setup and Maintenance work area. Click on the Tasks tab icon and then select Search.
    2. On the Search page, search for and select the Manage Administrator Profile Values task.
    3. Search for the SVC_OVERRIDE_PARTNER_TOOLBAR_SELECTION profile option code.
    4. Set the Profile level value to User. Select each agent's user name and set the Profile Value to the toolbar you created and configured earlier.
    5. Click Save and Close.
  5. Enable the CTI toolbar.
    1. Return to the Manage Administrator Profile Values work area.
    2. Search for the SVC_PARTNER_MEDIA_TOOLBAR_ENABLED profile option code.
    3. Set the Site Level to Yes to enable the toolbar for the whole site. Or, add a User row and set that to Yes, then select agents by user name.
  6. Return to the Setup and Maintenance work area. Select the Actions button and then select Edit Implementation Status. Change the service offering implementation status to Implemented.

Results:

For more information about CTI, media toolbars, and implementing services in Sales or Fusion Service, see your Sales or Fusion Service documentation, specifically Sales or Fusion Service Implementing Service.

What to do next

Next, see Add Your Sales or Fusion Environment Address as an Allowed Domain.