Configure search in Salesforce ... Note: This article applies to Genesys Cloud for Salesforce. By default, when agents search for names or numbers before ...
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How do I change the search settings in Salesforce?
To change your org's search settings, enter Search Settings in the Quick Find box, then select Search Settings.
How to configure Genesys in Salesforce?
To get started with Genesys Cloud for Salesforce, install the managed package and configure items in Salesforce and Genesys Cloud.
1
Install the managed package.
2
Set up a call center.
3
Grant access to Apex classes through a permission set in Salesforce and assign permissions in Genesys Cloud.
How to search for a record in Salesforce?
Your search for records begins with the global search bar at the top of each page. From the moment you click the search bar, search starts delivering results. When you click the search bar, search provides you suggested searches and record previews. These results are based on your recently viewed records.
How do I integrate Genesys chat with Salesforce?
Click Add channel. Select Chat for Channel type. From the Select chat provider drop-down list, select Salesforce. Fill in the Deployment Domain, Chat API Domain, Button Id, Deployment Id, and Organization Id that you have copied from the Salesforce console.
In Salesforce, click Setup. Search for and click Installed Packages. On the Installed Packages page, click Configure next to the Genesys Cloud for Salesforce ...
Get started (administrators). First review the requirements and purchase appropriate licenses for Genesys Cloud. Then install the integration and configure ...
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In Salesforce, click Setup. Search for Installed packages. On the Installed Packages page, click Configure next to the Genesys Cloud for Salesforce External ...
Search for Installed Packages. Under Build, click Installed Packages. On the Installed Packages page, click Configure next to the Genesys Cloud for Salesforce ...
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Aug 16, 2021 · https://help.mypurecloud.com/articles/configure-search-in-salesforce/ You can also specify Salesforce objects to include in your search for ...
... attribute for searching to Salesforce. Be sure to read through this as well: Configure search in Salesforce - Genesys Cloud Resource Center (mypurecloud.com)
Jun 19, 2019 · Create a case in Salesforce via PureCloud using the Salesforce REST API: I have successfully done this via Salesforce REST API with the “ ...
Jan 12, 2024 · The documentation instructs users to search for "Voice" in the Quick Find box and select "Partner Telephony Setup" to enable Service Cloud Voice ...
Change the region of your Genesys Cloud organization · In Salesforce, click Setup. · Search for Call Centers. · Under Build > Customize > Call Center, click Call ...