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:

  1. On the Setup Home page, search for Tabs in the Quick Find box and select Tabs.
  2. In the Custom Object Tabs section, click New.
  3. 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.
  4. Click Next.
  5. Select the user profiles to whom the tab must be available by default and click Next.
  6. Specify the custom apps for which the new tab will be available.
  7. Click Save.

For more information, see Create a Custom Object Tab in Salesforce documentation.