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.

Important: The Campaign Management integration does not replace the administration of campaigns in PureCloud but allows you to create additional campaigns with new contact lists from data stored in your Salesforce organization. Before configuring the integration, Genesys recommends that you create an outbound dialing campaign in PureCloud. The integration replicates the PureCloud campaign settings in Salesforce for Salesforce campaigns to follow.

Overview

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.


Get started

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. 


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 logs in Salesforce. The Logging section includes logs about any integration that you configured as part of the managed package settings.