As administrators, you can configure which entities the integration searches. You can also configure the integration to search external contacts in your Genesys ...
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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 and click Installed Packages. On the Installed Packages page, click Configure next to the Genesys Cloud for Salesforce ...
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How to integrate Genesys Cloud with Salesforce?
How to search for records in Salesforce?
Does Genesis use Salesforce?
What is auto open client for after call work?
After setting up a call center for the first time, set the values for any call center settings. Click Setup. Search for Installed Packages.
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In Lightning Experience, click Gear in the top toolbar. Click Setup. Search for App Manager. Under Apps, click App Manager. Either edit an existing Lightning ...
On the Setup Home page, search for Remote Site Settings in the Quick Find box and select Remote Site Settings. · Click New Remote Site. · Enter a name for the ...
Salesforce results in search. Administrators can now configure Salesforce to return phone numbers from various objects: Configure search. After configuration ...
This video walks through configuring email routing in the managed package, using Process Builder to route cases as emails through Genesys Cloud, and using an ...
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The Salesforce data actions integration provides static actions and allows you to create custom actions that you can use throughout Genesys Cloud to act on ...
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Note: This article applies to Genesys Cloud for Salesforce. You can configure the integration to fire or listen for events either in the Salesforce console in ...
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