Series: Configure the campaign management global settings

Note: This article applies to Genesys Cloud for Salesforce.

The global settings for the Campaign Management integration include a Contact List Columns section. In this section, you associate fields on campaign member records in Salesforce with columns on contact lists in Genesys Cloud. 

The Contact List Columns section is a global repository of all contact list columns that you can add to contact lists for campaigns. When you create a campaign setting, you can configure the campaign setting to use all of the columns listed here or only a subset. 

  1. Under Contact List Columns, click Add.
  2. Select a campaign member field. The integration adds this field as a column to your contact list in Genesys Cloud. 

    You can select a default field or a custom field. Custom fields can be any data type, but if you use any of the text area types, set Length to 512 or fewer characters.

    1. Click Setup.
    2. Search for Fields.
    3. Under Build > Customize > Campaigns > Campaign Members, click Fields.
    4. Under Campaign Member Custom Fields & Relationships, click New.
    5. Select any data type. Click Next.
    6. Enter a name for the Field Label and Field Name. Click Next.
      Note: If you use any of the text area types, set Length to 512 or fewer characters.
    7. Modify Field-Level Security for Profile, if needed. Click Next.
    8. Click Save.

    This custom field is now available from the Campaign Member Field menu.

  3. Add more columns and select fields as needed.
    Note: You cannot select the same Campaign Member Field more than once.
  4. Delete or change fields as needed.
  5. Click Save

Select contact list fields

For more information, see About Campaign Management.

For more information about the integration, see About Genesys Cloud for Salesforce.

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