Prepare Architect components
The following permissions:
Configure the following permissions in Genesys Cloud CX:
- Architect > Flow > UI
- Architect > Flow > Search
Campaign parameters
The REST request requires certain parameters. For more information, see Required parameters for Salesforce Lead Creation and Campaign Attribution integration.
Prepare the workflow
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Always use the Workflow Architect flow type.
- Create a workflow.
- Import the integration-specific workflow. For more information, see Required workflow for the Salesforce Lead Creation and Campaign Attribution integration.
- Update the data action referential integrity constraints.
- Save and publish the workflow.
Update referential integrity constraints
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Predefined data actions work in the Genesys Predictive Engagement development environment. To make them work in your environment, update the referential integrity constraints. For each data action, do the following:
- In the workflow, select a data action with a red border. (Red signifies the referential integrity problem.)
- Under Data Action, select the name of the corresponding data action.
- Repeat these steps for every data action with a red border.