Set up a triggered update with the Salesforce External Contact Sync integration

AI-generated summary

Genesys Cloud's Salesforce External Contact Sync integration allows setting up triggered updates by obtaining the webhook URL from the integration page in Genesys Cloud Admin. After copying the webhook URL, complete setup in Salesforce Classic or Lightning by creating a new Genesys Cloud Sync Settings entry, naming it "default", pasting in the webhook URL, and saving. This enables Genesys Cloud to trigger updates to contacts synced from Salesforce when changes occur.

PrerequisitesClick to expand

To configure a triggered update, the first step is to obtain the webhookurl.

Obtain the webhookurlClick to expand

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 triggered update, complete the following steps for Salesforce Classic or Salesforce Lightning.

Salesforce ClassicClick to expand

Salesforce LightningClick to expand

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Set up a triggered update with the Salesforce External Contact Sync integration