Install the Outbound Campaign Management for Salesforce Cloud package

Prerequisites

    The Outbound Campaign Management for Salesforce Cloud package contains all the campaign management components to create and manage campaigns between Genesys Cloud with Salesforce.

    To install the Outbound Campaign Management for Salesforce Cloud package:

    1. On the Setup Home page, click the App Launcher  icon and search for CX Cloud Genesys Settings item in the Search apps and items box and open the Lightning app.
      The Package Listings page appears.
    2. Under the ADD-ONS section, click Install for the Outbound Campaign Management for Salesforce Cloud package.
    3. Select Install for All Users or Install for Specific Profiles option.
    4. Follow the on-screen instructions for installation.

      Verify the installed package

      Check and verify the package installation in Salesforce:

      1. On the Setup Home page, search for Installed Packages in the Quick Find box and select Installed Packages.
      2. Confirm that the Outbound Campaign Management for Salesforce Cloud package is installed.

      For more information, see About CX Cloud from Genesys and Salesforce.