Series: Create a campaign setting

Create a campaign setting

Note: This article applies to Genesys Cloud for Salesforce.

After you configure page layout settings in Salesforce, create a campaign setting in Salesforce. A campaign setting allows you to associate data synced from Genesys Cloud to a new or existing campaign in Salesforce. You can associate a single campaign setting with one or more campaigns.

Warning: There might be options in Genesys Cloud on campaign settings that are not yet available from the Salesforce UI. Do not change the campaign settings directly in Genesys Cloud. Otherwise, campaigns in Salesforce will not behave as expected.

  1. Create a tab in the Salesforce toolbar. This tab allows you to access all of your campaign settings quickly.

    1. In Salesforce, click Setup.
    2. Search for Tabs. 
    3. Under Build > Create, click Tabs.
    4. In the Custom Object Tabs section, click New.
    5. In the Object menu, select Genesys Cloud Campaign Setting.
    6. In the Tab Style menu, select any style.

      The following steps assume the use of default settings. Change the standard Salesforce configuration options, if desired, before clicking Next or Save.

    7. Click Next.
    8. Click Next.
    9. Click Save.
  2. Configure Genesys Cloud campaign setting information.
  3. Configure phone type management.
  4. Configure contact list column management.

For information about all steps necessary to set up campaign management, see Set up campaign management.

For more information about the integration, see About Genesys Cloud for Salesforce.

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