Set up a triggered update with the Salesforce External Contact Sync integration
AI-generated summary
Genesys Cloud enables triggered updates through the Salesforce External Contact Sync integration by configuring webhook URLs to synchronize contact data between systems. The setup process requires a pre-configured Salesforce External Contact Sync integration and involves obtaining the webhook URL from Genesys Cloud via Menu > IT and Integrations > Integrations, then copying it from the integration's Edit Integration settings. Users must then complete platform-specific configuration steps in either Salesforce Classic or Salesforce Lightning by navigating to Custom Settings, creating a new entry named "default," and pasting the webhook URL into the designated field before saving. Both Salesforce interfaces follow identical configuration logic but differ in navigation paths—Classic uses Build > Develop > Custom Settings while Lightning uses Platform Tools > Custom Code > Custom Settings. This integration facilitates real-time contact synchronization between Genesys Cloud and Salesforce environments.
- A configured Salesforce External Contact Sync integration
To configure a , the first step is to obtain the webhookurl.
- Click Admin.
- Under Integrations, click Integrations.
- Click Menu > IT and Integrations > Integrations.
- Next to the integration for which you want to configure a triggered update, click More and Edit Integration.
- To the right of the Webhookurl box, click Copy. The system copies the webhookurl to your clipboard.
- The next step is to complete the steps for either Salesforce Classic or Salesforce Lightning.
Then to configure a , complete the following steps for Salesforce Classic or Salesforce Lightning.
- Log in to Salesforce.
- On the left side, in the navigation pane under Build, click Develop > Custom Settings.
- On the Custom Settings page, next to Genesys Cloud Sync Settings, click Manage.
- On the Genesys Cloud Sync Settings page, click New.
- In the Name box, type default.
- In the Webhook URL box, paste the webhookurl that you copied to your clipboard (above).
- Click Save.
- Log in to Salesforce.
- On the left side, in the navigation pane under Platform Tools, click Custom Code > Custom Settings.
- On the Custom Settings page, next to Genesys Cloud Sync Settings, click Manage
- On the Genesys Cloud Sync Settings page, click New.
- In the Name box, type default.
- In the Webhook URL box, paste the webhookurl that you copied to your clipboard (above).
- Click Save.
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