Create a Lightning app with the campaign management settings

Prerequisites

Create a Lightning app in Salesforce that provides administrators the capability to create and manage campaigns in Salesforce from CX Cloud from Genesys and Salesforce integration.

To create a Lightning app in Salesforce:

  1. On the Setup Home page, search for App in the Quick Find box and select App Manager.
  2. To open the New Lightning App wizard, click New Lightning App.
  3. Enter a name for the app; for example, Campaign Management, and then click Next.
  4. Select Console navigation as the navigation style and click Next.
  5. Skip Utility Items and click Next.
  6. Select the following items from the Available Items list:
    • Global Campaign Settings
    • Genesys Cloud Schedules
    • Genesys Cloud Campaign Settings
    • Campaigns
    • Contacts
    • LeadsThis image is a screenshot of the Available Items list in the Lightning App creation in Salesforce.
      Note: Add these essential items for campaign management and you can expand the list as required.
  7. Click Next.
  8. Accept the default navigation rules and click Next.
  9. Select System Administrator in the user profiles and move it from the Available Profiles list to the Selected Profiles list.
  10. Click Save & Finish.