Install Managed Package

This article is divided into three sections: installation, implementation, and single sign-on.

1. Installation

Prerequisites

• "My Domain" under "Company Settings" is set up and deployed.
• Lightning Experience is enabled

Install

• Visit: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1H000000KPEf
• Choose which users you would like the package installed for
• Click "Install"

2. Implementation

Utility Bar

• Go to “Setup” -> “App” -> “App Manager”
• Edit a Lightning App, such as Sales Console
• Click "Utility Items" to the left
• Click "Add Utility Item" and choose "Omnigage Utility Bar" (see below for example)
• Retrieve a Terminal ID from your Omnigage Account:
  • Login to your Omnigage Account
  • Go to account settings by clicking the gear 
  • Click "Terminals" on the left
  •  Retrieve existing Terminal ID or create a new instance
• Recommended configuration:
  • Change "Panel Width" to 700
  • Rename "Omnigage Utility Bar" to "Omnigage"
• Copy Terminal ID into the "Terminal ID" field under Component Properties and click "Save"

Softphone

• Go to "Setup" -> "Call Centers", click "Import"
• Upload Omnigage Terminal Call Center: OmnigageTerminal.xml
• Retrieve a Terminal ID from your Omnigage Account:
  • Login to your Omnigage Account
  • Go to account settings by clicking the gear 
  • Click "Terminals" on the left
  • Retrieve existing Terminal ID or create a new instance
• Copy Terminal ID into Call Center field "Omnigage Terminal Id," click "Save"
• Go back to Call Centers, click on the new Call Center and click "Manage Call Center Users" and assign desired users
• Determine which Lightning Apps you desire to use the softphone. Edit each App under "App Manager" adding the "Open CTI Softphone" to the utility items

3. Single Sign-On

• Go to “Setup” -> “Apps” -> “App Manager”
• Click "New Connect App"
• Enter required fields
  • “Connected App Name” = Omnigage
  • "API Name” = Omnigage
  • “Contact Email” = support@omnigage.com
• Under “Web App Settings”, click “Enable SAML”
  • In a separate tab, login to Omnigage Account and go to “Settings” -> “Security” -> “SAML 2.0"
  • Copy "SP Entity ID" from Omnigage SAML into Connected App "Entity Id"
  • Copy "SP ACS Url" from Omnigage SAML into Connected App "ACS URL"
  • Click "Save"
• Go to “Apps” -> “Connected Apps” -> “Managed Connected Apps”
  • Click on the recently created connected App (e.g., "Omnigage")
  • Copy "IdP-Initiated Login URL" from Connected App into Omnigage SAML "IDP Initiated Login Url"
  • Copy "SP-Initiated POST Endpoint" from Connected App into Omnigage SAML "IDP SSO Url"
  • Copy "Issuer" from Connected App into Omnigage SAML "IDP Issuer"
  • Click "Default IdP Certificate" and download certificate, then upload into Omnigage SAML
• Important: Viewing the Connected App, scroll down and click "Manage Profiles," select profiles and click "Save"

4. Activity Creation

When performing the following actions within the Omnigage Salesforce integration, activity will be created:

• Outbound calls, SMS/MMS, and emails. Activities created for contacts and leads.
• Bulk engagements for voice, SMS, and email blasts. Activities created linking the campaign to contacts or leads.

Important: Contacts must belong to an account for an activity to be created.

Below are the steps for connecting Omnigage to Salesforce:

• In Omnigage, go to: "Account" -> "Integrations" -> "Salesforce"
• Click "Connect" and an authorization window will appear, click "Allow"