Set up CX Cloud, Digital and AI for Salesforce Service Cloud
Series: Set up CX Cloud, Digital and AI for Salesforce Service Cloud Voice
Next suggested step: Create service channels
Note: This articles applies to CX Cloud, Digital and AI for Salesforce Service Cloud.
After installing the CX Cloud, Digital and AI for Salesforce Service Cloud package, configure the following settings that enable agents to handle supported Genesys Cloud digital messaging and email interactions in Salesforce Service Cloud.
Note: Open Messaging is supported in CX Cloud, Digital and AI when the Open Messaging integration is configured and functioning in Genesys Cloud. Before you configure Open Messaging for CX Cloud, verify that Genesys Cloud can send and receive Open Messaging interactions through the configured integration, middleware, inbound message flow, and routing configuration.
- Create service channels
- Assign field-level security
- Create and assign service presence statuses to user profiles
- Create presence user and routing configurations
- Create backup queue for the flows
- Create flows to route Experience and Email Experience objects
- Create record pages for the Experience objects
- Create an OAuth Client for Salesforce Service Cloud Voice
- Integrate Einstein Next Best Action in Salesforce
- Create a Lightning app for CX Cloud, Digital and AI for Salesforce Service Cloud
- (Optional) How can I automatically stitch Salesforce Contact and Case using the CX Cloud, Digital and AI for Salesforce Service Cloud package?
- (Opitonal) How can I set up a single Salesforce org with multiple Genesys Cloud orgs?
For more information, see About CX Cloud from Genesys and Salesforce.
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