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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People also ask
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.
Introduzca la URL del sitio remoto que desea añadir. Utilice la URL que refleje su región de Genesys Cloud. Por ejemplo, https://login.{mypurecloud.com} y https ...
Get started (administrators). First review the requirements and purchase appropriate licenses for Genesys Cloud. Then install the integration and configure ...
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Configurer les paramètres du site distant dans Salesforce
fr-help.mypurecloud.com › articles › con...
Pour configurer les paramètres du site distant dans Salesforce : On the Setup Home page, search for Remote Site Settings in the Quick Find box and select Remote ...
... search results." https://help.mypurecloud.com/articles/screen-pop-in-genesys-cloud-for-salesforce/ Does this mean no specific configuration is required for ...
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Jun 3, 2021 · We are working with large customer in Australia, I would like provide some feedback to the Salesforce integration softphone & sdk.
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 ...
In Salesforce, click Setup. Search for and click Installed Packages. On the Installed Packages page, click Configure next to the Genesys Cloud for Salesforce ...
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 “ ...
Feb 10, 2021 · Hi,We are using Genesys Cloud for Salesforce classic and need to capture the phone number the customer dialled and pass that value to SF via ...