Campaign management permissions
To use campaign management in Genesys Cloud for Salesforce, you must grant Salesforce users who create or update campaigns or campaign members access to campaign objects in Salesforce. You must also select Visible for certain campaign fields for these Salesforce users.
Access levels
The integration uses the following campaign objects. At a minimum, you must select the listed access levels for the specified campaign objects in Salesforce. If you want Salesforce users to be able to access other campaign objects, then select appropriate access levels for those other campaign objects. For more information, see Edit Object Permissions in Profiles in the Salesforce documentation.
| Campaign objects | Access level (minimum required) |
|---|---|
| Genesys Cloud Call Responses | — |
| Genesys Cloud Call Rule Sets | — |
| Genesys Cloud Campaign Schedules | — |
| Genesys Cloud Campaign Settings | Read |
| Genesys Cloud Campaign Update Requests | Read, Create, Edit |
| Genesys Cloud Contact Deletion Requests | Read, Create, Edit |
| Genesys Cloud Contact List Columns | Read, Create, Edit, Delete |
| Genesys Cloud Contact List Requests | Read, Create, Edit |
| Genesys Cloud Contactable Time Sets | — |
| Genesys Cloud Divisions | — |
| Genesys Cloud DNC Lists | — |
| Genesys Cloud Edge Groups | — |
| Genesys Cloud Phone Fields | Read, Create, Edit, Delete |
| Genesys Cloud Queues | — |
| Genesys Cloud Scripts | — |
Field-level security
The integration uses the following custom fields on standard objects. At a minimum, you must select Visible for fields in Salesforce as indicated in the table. If you want Salesforce users to be able to see other fields, then select Visible for those other fields. For more information, see Field-Level Security in the Salesforce documentation.
| Standard object | Field | Select Visible? (minimum required) |
|---|---|---|
| Campaign | Adjusted End Date Time | Yes |
| Adjusted Start Date Time | Yes | |
| Failed Attempts to Reconcile Results | — | |
| Genesys Cloud Campaign ID | Yes | |
| Genesys Cloud Campaign Priority | — | |
| Genesys Cloud Campaign Schedule | — | |
| Genesys Cloud Campaign Setting | Yes | |
| Genesys Cloud Campaign Status | — | |
| Genesys Cloud Contact List ID | Yes | |
| Reconciled Contact Results | — | |
| Time Zone | — | |
| Campaign member | Last Attempt | — |
| Last Result | — | |
| Last Sync | — | |
| Reconciled Result | — | |
| Sort Order | — | |
| Synced to Genesys Cloud | — | |
| Time Zone | — |
Also, at a minimum, you must select Visible for all of the following fields on custom objects.
| Custom object | Field |
|---|---|
| Genesys Cloud Campaign Update Request | Original SF Campaign |
| Genesys Cloud Campaign ID | |
| Genesys Cloud Contact Deletion Request | Contact ID |
| Contact List ID | |
| Failed | |
| Genesys Cloud Contact List Column | Associated Object Id |
| Column Name | |
| Genesys Cloud Contact List Request | API Response |
| Failed Attempts | |
| Genesys Cloud Contact List ID | |
| Salesforce Campaign ID | |
| Genesys Cloud Phone Field | Associated Object Id |
| Order | |
| Phone Column Name | |
| Phone Type |
For more information, see About Campaign Management.
For more information about the integration, see About Genesys Cloud for Salesforce.
