About Campaign Management in PureCloud for Salesforce


Overview

With the Campaign Management integration, you can create, manage, and view PureCloud outbound dialing campaigns in Salesforce. Campaign Management in PureCloud for Salesforce uses campaigns, campaign members, campaign settings, and campaign schedules in Salesforce. The integration syncs campaign data between your Salesforce and PureCloud organizations.


Get started

After you add credentials to Authentication, configure Campaign Management and page layouts in Salesforce for campaigns and campaign members. Then create a campaign setting and schedule (optional) and associate them with a campaign. The campaign setting syncs PureCloud campaign information in Salesforce with your PureCloud organization. To sort your list of contacts, configure the sort order of campaign members in Salesforce.

Warning! Do not change campaign settings or campaign schedules in PureCloud. Otherwise, campaigns in Salesforce do not behave as expected.


Work with campaigns

After a campaign starts, you can monitor the campaign activity, fix sync failures and list request failures, and reroute requests in Salesforce. After a campaign ends, PureCloud reconciles data on campaign and campaign member records in Salesforce.


Troubleshoot

For general troubleshooting, check the Logging section. Logging includes logs about any integration that you configured as part of the managed package settings.