Campaign management permissions


Note: This article applies to Genesys Cloud for Salesforce.

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.