About Campaign Management in PureCloud for Salesforce
PureCloud for Salesforce allows you to create, manage, and view PureCloud outbound dialing campaigns in Salesforce with the Campaign Management integration.
The Campaign Management integration uses campaigns, campaign members, campaign settings, and campaign schedules in Salesforce and syncs campaign data between your Salesforce and PureCloud organizations.
In PureCloud, create an OAuth client. Then in Salesforce, configure authentication, campaign management, and page layout settings. After you create a campaign setting, associate the setting with a campaign.
- Create an OAuth client
- OAuth client permissions
- Configure authentication
- Configure campaign management
- Configure page layout settings
- Create a campaign setting
- Create a campaign schedule (optional)
- Associate a campaign setting and schedule with a campaign
- Configure the sort order of campaign members (optional)
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.
For general troubleshooting, check the logs in Salesforce. The Logging section includes logs about any integration that you configured as part of the managed package settings.