Series: Configure the campaign management global settings

Configure Genesys Cloud campaign settings


Note: This article applies to Genesys Cloud for Salesforce.

The global settings for the Campaign Management integration include a Genesys Cloud Campaign Settings section. In this section, you configure how long the integration retains campaign data and when Genesys Cloud reconciles campaign data to records in Salesforce.

  1. Under Genesys Cloud Campaign Settings, enter the following information:
    1. A number for Campaign Retention Period.

      This number is the length of time (in days) that the integration retains campaign data (campaigns, campaign schedules, and contact lists) in Genesys Cloud for inactive or completed campaigns. By default, this number is 90 days. The maximum retention period is 730 days (two years).

      Note: This setting only removes campaign data from Genesys Cloud. It does not remove campaign data from Salesforce.
    2. A number for Campaign Reconciliation Period.

      This number is the length of time (in hours) after campaigns end that Genesys Cloud waits to reconcile data to campaign and campaign member records in Salesforce. This number can be full hours from 1 through 48. By default, this number is 2 hours. For more information, see Reconciliation of campaign data.

      In the following example, Genesys Cloud is set to reconcile data in Salesforce 33 hours after campaigns end.

  2. Click Save.

Genesys Cloud Campaign Settings section for Campaign Management in Salesforce

For more information, see About Campaign Management.

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