Install the CX Cloud, WEM for Salesforce Service Cloud package

The CX Cloud, WEM for Salesforce Service Cloud package contains the components to set up the Genesys Cloud agent activity view in Salesforce Service Cloud.

Prerequisites

To install the WEM package:

  1. On the Setup Home page, click the App Launcher  icon and search for CX Cloud Genesys Settings item in the Search apps and items box and open the Lightning app.
    The Package Listings page appears.
  2. Under Add-ons, click Install for the CX Cloud, WEM for Salesforce Service Cloud package.
  3. In the first step of installation, select the Install for All Users or Install for Specific Profiles option.
  4. Follow the on-screen instructions for installation.

Verify the installed package

Check and verify the package installation in Salesforce:

  1. On the Setup Home page, search for Installed Packages in the Quick Find box and select Installed Packages.
  2. Confirm that the CX Cloud, WEM for Salesforce Service Cloud package is installed.