Create custom tabs for Genesys Cloud campaign objects in Salesforce
After installing the Campaign Management package in Salesforce, add the following Genesys Cloud custom objects for a campaign:
- Genesys Cloud Campaign Settings
- Genesys Cloud Schedules
In Salesforce, create custom tabs of these custom objects and embed them in a Lightning app. When you add a custom tab to an app in Lightning Experience, it appears as an item in the app’s navigation bar and in the App Launcher in Salesforce.
To create a custom object tab in Salesforce:
- On the Setup Home page, search for Tabs in the Quick Find box and select Tabs.
- In the Custom Object Tabs section, click New.
- Enter the following details for the tab:
- Select a Genesys Cloud 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.
- Click Next.
- Select the user profiles to whom the tab must be available by default and click Next.
- Specify the custom apps for which the new tab will be available.
- Click Save.
For more information, see Create a Custom Object Tab in Salesforce documentation.