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

Prerequisites

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

  1. Click Admin.
  2. Under Integrations, click Integrations.
  3. Next to the integration for which you want to configure a triggered update, click More and Edit Integration.
  4. To the right of the Webhookurl box, click Copy. The system copies the webhookurl to your clipboard.
  5. The next step is to complete the steps for either Salesforce Classic or Salesforce Lightning (below).

Then to configure a triggered update, complete the following steps for Salesforce Classic or Salesforce Lightning.

  1. Log in to Salesforce.
  2. On the left side, in the navigation pane under Build, click Develop > Custom Settings.
  3. On the Custom Settings page, next to Genesys Cloud Sync Settings, click Manage.
  4. On the Genesys Cloud Sync Settings page, click New.
  5. In the Name box, type default.
  6. In the Webhook URL box, paste the webhookurl that you copied to your clipboard (above). 
  7. Click Save.

  1. Log in to Salesforce.
  2. On the left side, in the navigation pane under Platform Tools, click Custom Code > Custom Settings.
  3. On the Custom Settings page, next to Genesys Cloud Sync Settings, click Manage
  4. On the Genesys Cloud Sync Settings page, click New.
  5. In the Name box, type default.
  6. In the Webhook URL box, paste the webhookurl that you copied to your clipboard (above). 
  7. Click Save.