Series: Set up CX Cloud, Digital and AI for Salesforce Service Cloud Voice
Create service channels
- Set up CX Cloud, Digital and AI for Salesforce Service Cloud
- Set up CX Cloud, Digital and AI for Salesforce Service Cloud
- Assign field-level security
- Create and assign presence statuses to user profiles
- Create presence user and routing configurations
- Create backup queues 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
- Assign field-level security
- Install CX Cloud, Digital and AI for Salesforce Service Cloud Voice package.
Create two Service Channels:
- Genesys Cloud Chat Messaging called as Genesys Cloud Messaging and related to the Experience (genesysps__Experience__c) object.
- Genesys Cloud Email Messaging called as Genesys Cloud Email and related to the Email Experience (genesysps__EmailExperience__c) object.
To create a Service Channel for Genesys Cloud Chat Messaging:
- On the Setup Home page, search for Service Channels in the Quick Find box and select Service Channels. The Service Channels page opens.
- Click New.
- Enter the Service Channel Name as Genesys Cloud Messaging.
- Select Experience as the Salesforce Object.
- To automatically minimize the Omni-Channel widget when the agent accepts work, enable the Minimize the Omni-Channel widget when work is accepted check box.
- (Optional) To allow the agent to answer chat conversations automatically, enable the Automatically accept work requests check box. On enabling, it configures all agents using this Service Channel. For more information, see Create presence user and routing configurations.
- Click Save.
To create a Service Channel for Genesys Cloud Email Messaging:
- On the Setup Home page, search for Service Channels in the Quick Find box and select Service Channels. The Service Channels page opens.
- Click New.
- Enter the Service Channel Name as Genesys Cloud Email.
- Select Email Experience as the Salesforce Object.
- Click Save.