Genesys Cloud for Salesforce content list
AI-generated summary
Genesys Cloud for Salesforce is a comprehensive integration solution that embeds Genesys Cloud communication capabilities within the Salesforce platform to streamline customer interactions and agent workflows. The integration supports multiple Salesforce experiences including Service Cloud, Lightning Experience, and High Velocity Sales, enabling seamless communication across diverse interaction types including calls, emails, messages, voicemails, and callbacks.
Core functionality encompasses click-to-dial capabilities, interaction logging, screen pop features, and Omni-Channel synchronization that automatically align customer data across both platforms. Campaign management features include contact list syncing and routing of Salesforce emails and chats, allowing organizations to maintain consistent customer engagement strategies. The solution provides WebRTC phone support and persistent connection options to ensure reliable communication infrastructure.
Configuration and customization capabilities are extensive, supporting call center setup, interaction attribute mapping, client event configuration, and agent-specific settings tailored to organizational requirements. Advanced customization is available through extension points and the Genesys Cloud for Salesforce SDK, enabling developers to extend functionality including CTI extensions, DNS list blueprints, and REST API integration for specialized use cases.
The documentation addresses implementation requirements across multiple user roles including agents, administrators, developers, and supervisors, with guidance on browser requirements and language support. Troubleshooting resources cover common operational issues such as call forwarding failures, campaign synchronization problems, WebRTC audio issues, and screen pop functionality, providing constructive resolution pathways for maintaining optimal system performance.
This article lists all relevant content for Genesys Cloud for Salesforce.
General
Integration
- Administrators
- Genesys Cloud Billing FAQs
- Administrator requirements
- Set up the integration
- Set up the integration
- Install or upgrade the managed package
- Managed package settings
- Set up a call center
- Change the region of your Genesys Cloud organization
- Configure call center settings
- Configure client events
- Configure Omni-Channel sync
- Configure country codes
- Map interaction attributes to Salesforce activity fields
- Configure call controls
- Customize interaction details
- Configure search
- Configure extension points
- Use different configurations for different agents
- Training videos
- Agents
- About Campaign Management
- Overview
- Get started
- Create an OAuth client
- Campaign management permissions
- Set up campaign management
- Configure authentication
- Configure the campaign management global settings
- Configure page layout settings for campaigns and campaign members
- Create a campaign setting
- Create a campaign schedule
- Associate a campaign setting and a campaign schedule with a campaign
- Configure the sort order of campaign members
- Work with campaign management
- Troubleshoot
- About Routing of Salesforce Emails
- Overview
- Get started
- Advanced configuration with SDK
- Work with routing
- Troubleshoot
- Client interface
- Client interface
- Interactions in the client menu
- Interaction Log in the client menu
- New Interaction in the client menu
- Agent Performance in the client menu
- User Inbox in the client menu
- Agent Schedule in the client menu
- Queue Activation in the client menu
- Settings in the client menu
- Genesys Cloud in the client menu
- Help in the client menu
- Status
- Phones
- Click-to-dial
- Interaction logs
- Call forwarding
- Notifications
- Queue activation
- Call history
- Evaluations
- Shift trade and time off requests
- Voicemail
- Co-browse
- Calls
- Callbacks
- Outbound dialing
- Emails
- Messages
- Voicemails
- Troubleshoot
- Call forwarding
- Campaign management
- Interactions
- Omni-Channel
- Queues
- WebRTC phones
- Miscellaneous
- Active SMS conversation already exists
- Apex class warning error
- Auto association is not working
- Call control does not appear in the client
- Can I run Genesys Cloud for Salesforce in multiple browser tabs?
- Chrome autoplay policy changes
- Client does not appear
- Embedded interaction window failed to load
- Failed to save an interaction log
- High Velocity Sales issues
- Phone logged out
- Screen pops are not working
- Two activities appear in the logs for each interaction
- Why aren’t fields appearing on my Salesforce pages?
- Why isn’t the client appearing in Lightning?
- Enable server-side logging
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