Generate an XML configuration file for contact center setup

Prerequisites

To generate an XML file for the contact center configuration in Salesforce:

  1. On the Setup Home page, click the App Launcher icon.
  2. Search for Administration Settings in the Search apps and items box and click Administration Settings to open the app.
  3. In the app navigation menu, select Service Cloud Voice Admin Settings.
  4. Click Create Contact Center Configuration.
  5. Select the Contact Center tab and enter the following details that are mandatory:
    • Display name for the contact center
    • Genesys Cloud region
    • Long distance prefix
    • Public key
  6. (Optional) In the SSO Settings section, enter the SSO Provider Name and the Organization Name.

    By using a single sign-on identity provider, an agent can sign in to one application such as Salesforce and then is automatically logged in to the client. For information about the single sign-on providers that Genesys Cloud supports, see About single sign-on (SSO). If you enter an SSO Provider Name and the Organization Name, all the agents in your organization will use the single sign-on identity provider that you input. For agents that do not use this single sign-on identity provider, create a separate Contact Center and assign those agents.

    1. In the SSO Identity Provider Name box, enter the name of the single sign-on identity provider that you want to use. For a list of valid provider parameter values, see Additional Authorization Parameters in the Genesys Cloud Developer Center.
    2. In the Genesys Cloud Organization Name box, enter the name of the Genesys Cloud organization that uses this single sign-on identity provider.
      Note: Make sure that the capitalization of the organization name matches the capitalization of the short name of your organization. For more information, see Modify organization settings.
  7. Click Generate Contact Center Configuration XML.
    An XML file is created and downloaded to your local machine.

Use the downloaded XML file to create a contact center. For more information, see Create a contact center.

<callCenter>
<section sortOrder="0" name="reqGeneralInfo" label="General Information">
<item sortOrder="0" name="reqInternalName" label="InternalName">testcontactcenter</item>
<item sortOrder="1" name="reqDisplayName" label="Display Name">test contact center</item>
<item sortOrder="2" name="reqVendorInfoApiName" label="Conversation Vendor Info Developer Name">genesys_scv_poc__genesys_us_east</item>
</section>

<section sortOrder="1" name="reqHvcc" label="SCV Settings">
<item sortOrder="0" name="reqTelephonyIntegrationCertificate" label="Telephony Integration Certificate">-----BEGIN CERTIFICATE-----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-----END CERTIFICATE-----</item>
<item sortOrder="1" name="reqLongDistPrefix" label="Long Distance Prefix">+1</item>
</section>

<section sortOrder="2" name="ssoSettings" label="SSO Settings">
<item sortOrder="0" name="providerName" label="SSO Identity Provider Name"></item>
<item sortOrder="1" name="orgName" label="Genesys Cloud Organization Name"></item>
</section>
</callCenter>

Copy Salesforce organization Id

The Genesys Integration Registry tab lists the Salesforce Organization Id. You can copy the Id and use it to set up the integration in Genesys Cloud.