Install and configure the Genesys Cloud for Salesforce External Routing package

Note: This article applies to Genesys Cloud for Salesforce.

Prerequisites:

Install or upgrade the Genesys Cloud for Salesforce managed package to version 4.3 or later. See Install or upgrade the Genesys Cloud for Salesforce managed package.
Ensure that you have the following items set up in Salesforce:
- Enable Chat settings. See Enable Chat.
- Enable Omni-Channel settings. See Enable Omni-Channel.
- Create Service Channels. See Create Service Channels.
- Configure OAuth client credentials. See Configure authentication.
- Map Omni-Channel statuses to Genesys Cloud statuses for external routing. See Configure Omni-Channel sync.
Ensure that you have the following items set up in Genesys Cloud:
- Open messaging integrations. See About open messaging.
- Webhook URL and secret token. External routing does not require the URL and secret token, but you must populate them while configuring the open messaging integration.

Install the external routing package

The package contains all the installation components that are necessary to run Genesys Cloud for Salesforce External Routing.

Install the package from here (current version 1.8).
Click Install for All Users or Install for Specific Profiles.
Note: If you click Install for Admins only, then you have to manually add access to non-administrators (including agents) for specific Apex classes that are added in the package.

For more information about the options and their implications, see Installing a Package in the Salesforce documentation.

Upgrade to the latest version of the package

Salesforce supports upgrades for managed packages only. To use the latest version of the unmanaged external routing package, you must uninstall the existing version and then install the latest version. Ensure that you follow the instructions given by Salesforce for uninstalling a package and migrate or export a copy of your package’s data.

For more information, see Uninstalling a package in the Salesforce documentation.

Note: If you experience any unit test failures while installing the package, see Resolve unit test failures for Genesys Cloud for Salesforce External Routing package for more information.

Configure the package settings

In Salesforce, click Setup.
Search for Installed packages.
On the Installed Packages page, click Configure next to the Genesys Cloud for Salesforce External Routing package.
In the Retrieve Genesys Cloud External Routing Options section, click Retrieve Options. The integration queries Genesys Cloud for queues and messaging integrations, and then syncs these objects from your Genesys Cloud organization to your Salesforce organization.
(Optional) To allow your agents to transfer a chat to a chat button or queue, click Add in the Map Salesforce Queue to Genesys Cloud Queue for Transfer section. Select the Salesforce queue and the corresponding Genesys Cloud queue.
Note: The mapping supports transfers only between queues linked to an external routing configuration. You must configure the Salesforce queue with the Omni-Channel routing option to allow transfer. For more information, see Expected Behavior for External Routing for Omni-Channel in the Salesforce documentation.
Click Save.

For more information about creating a flow to route Salesforce chats, see Configure external routing of Salesforce chats.

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