Series: Configure the campaign management global settings

Configure the campaign management global settings

Note: This article applies to Genesys Cloud for Salesforce and CX Cloud from Genesys and Salesforce integrations.

Campaign Management enables you to create, manage, and view Genesys Cloud campaigns in Salesforce. To set up the campaign management component, configure the global settings.

  1. Access the campaign management settings.
    1. On the Setup Home page in Salesforce, click the App Launcher icon.
    2. Search for Campaign Management in the Search apps and items box and open the app.
    3. In the navigation menu, select Global Campaign Settings.
  2. Retrieve Genesys Cloud campaign options. 
  3. Configure Genesys Cloud campaign settings. 
  4. (Optional) Configure Genesys Cloud contact list sync job.
  5. (Optional) Configure phone types.
  6. (Optional) Configure contact list columns.
  7. (Optional) Configure the agent-owned column.

For more information, see About Campaign Management in CX Cloud from Genesys and Salesforce.

Campaign Management enables you to create, manage, and view Genesys Cloud campaigns in Salesforce. To use the Campaign Management integration, configure the global settings for it in the managed package.

  1. Access the campaign management settings.
    1. In Salesforce, click Setup.
    2. Search for Installed Packages in the Quick Find box and select Installed Packages.
    3. On the Installed Packages page, click Configure next to the Genesys Cloud for Salesforce package that you want to configure.

      The managed package settings page appears. For more information, see Managed package settings.

    4. Click Campaign Management.
  2. Retrieve Genesys Cloud campaign options. 
  3. Configure Genesys Cloud campaign settings. 
  4. (Optional) Configure Genesys Cloud contact list sync job.
  5. (Optional) Configure phone types.
  6. (Optional) Configure contact list columns.
  7. (Optional) Configure the agent-owned column.

For information about all steps necessary to set up campaign management, see Set up campaign management.

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

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