Series: Configure the campaign management global settings

Configure phone types

Note: This article applies to Genesys Cloud for Salesforce.

The global settings for the Campaign Management integration include a Phone Types section. In this section, you can associate phone number fields on campaign member records in Salesforce with phone types in Genesys Cloud.

The Phone Types section is a global repository of all available phone numbers that you can use for campaigns. When you create a campaign setting, you can configure the campaign setting to use all of the phone numbers listed here or only a subset. 

  1. Under Phone Types, select a Campaign Member Field.

    This field is a phone number field that appears on campaign member records in Salesforce. By default, Salesforce records include two phone number fields: Phone and Mobile.

    You can select a default field or a custom field.

    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 Phone, Text, or Formula. Click Next.
    6. Enter a name for the Field Label and Field Name. Click Next.
    7. Modify Field-Level Security for Profile, if needed. Click Next.
    8. Click Save.

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

  2. Select a Phone Type.

    This setting indicates the type of phone number to associate with the selected Campaign Member Field.

  3. Add more entries as needed.
    Note: You cannot select the same Campaign Member Field more than once.
  4. Delete or change entries as needed.
    Note: After you create a campaign setting or associate a campaign with a campaign setting, if you attempt to delete or change an entry in these global settings, the integration will display warning prompts or error messages.
  5. Click Save.

Select phone number fields and phone types

For more information, see About Campaign Management.

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

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