Series: Create a campaign setting

Create a campaign setting

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

After you configure page layout settings in Salesforce, create a campaign setting in Salesforce. A campaign setting allows you to associate data synced from Genesys Cloud with a new or existing campaign in Salesforce. You can associate a single campaign setting with one or more campaigns.

Warning: There might be options in Genesys Cloud on campaign settings that are not yet available from the Salesforce UI. Do not change the campaign settings directly in Genesys Cloud. Otherwise, campaigns in Salesforce will not behave as expected.

  1. Create a tab in the Salesforce toolbar. This tab allows you to access all of your campaign settings quickly.

    1. In Salesforce, click Setup.
    2. Search for Tabs in the Quick Find box and select Tabs.
    3. In the Custom Object Tabs section, click New.
    4. Enter the following details for the tab:
      • Select the Genesys Cloud Campaign Setting custom object from the list.
      • Enter the tab label as appropriate.
      • Select a tab style to set a color scheme and an icon for the tab.
    5. Click Next.
    6. Select the user profiles to whom the tab must be available by default and click Next.
    7. Specify the custom apps for which the new tab will be available.
    8. Click Save.
  2. Configure Genesys Cloud campaign setting information.
  3. Configure phone type management.
  4. Configure contact list column management.

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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