Series: Configure the campaign management global settings
Retrieve Genesys Cloud campaign options
- Configure the campaign management global settings
- Configure the campaign management global settings
- Configure Genesys Cloud campaign settings
- Configure Genesys Cloud contact list sync job
- Configure phone types
- Configure contact list columns
- Configure the agent-owned column
- Configure Genesys Cloud campaign settings
The global settings for the Campaign Management integration include the Retrieve Genesys Cloud Campaign Options section. In this section, you retrieve data from your Genesys Cloud organization.
- On the Setup Home page in Salesforce, click the App Launcher icon.
- Search for Campaign Management in the Search apps and items box and open the app.
- In the navigation menu, select Global Campaign Settings.
- Under Retrieve Genesys Cloud Campaign Options, click Retrieve Options.
The integration queries Genesys Cloud for Divisions, Queues, Scripts, DNC Lists, Contactable Time Sets, Edge Groups, Sites, Call Responses, and Call Rule Sets, and then syncs these objects from your Genesys Cloud organization to your Salesforce organization. These options appear as selections for fields in a campaign setting that you create in Salesforce. For more information, see Configure Genesys Cloud campaign setting.
Notifications indicate the progress and success of the Retrieve Options operation.
- Retrieve options use the OAuth settings that is set as the default. You cannot change the default OAuth settings after retrieving the options.
- Genesys Cloud only retrieves divisions that are associated with Genesys Cloud OAuth client credentials that can create, update, and delete campaigns and contact lists. For more information, see Divisions overview and Create an OAuth client.
- When you modify Divisions, Queues, Scripts, DNC Lists, Contactable Time Sets, Edge Groups, Sites, Call Responses, or Call Rule Sets in your Genesys Cloud organization, click Retrieve Options to resync these objects to your Salesforce organization.
For more information, see About Campaign Management in Genesys Cloud for Salesforce and About Campaign Management in CX Cloud from Genesys and Salesforce.
The global settings for the Campaign Management integration include the Retrieve Genesys Cloud Campaign Options section. In this section, you retrieve data from your Genesys Cloud organization.
- Under Retrieve Genesys Cloud Campaign Options, click Retrieve Options.
The integration queries Genesys Cloud for Divisions, Queues, Scripts, DNC Lists, Contactable Time Sets, Edge Groups, Sites, Call Responses, and Call Rule Sets, and then syncs these objects from your Genesys Cloud organization to your Salesforce organization. These options appear as selections for fields in a campaign setting that you create in Salesforce. For more information, see Configure Genesys Cloud campaign setting.
Notifications indicate the progress and success of the Retrieve Options operation.
Notes:- Genesys Cloud only retrieves divisions that are associated with Genesys Cloud OAuth client credentials that can create, update, and delete campaigns and contact lists. For more information, see Divisions overview and Create an OAuth client.
- When you modify Divisions, Queues, Scripts, DNC Lists, Contactable Time Sets, Edge Groups, Sites, Call Responses, or Call Rule Sets in your Genesys Cloud organization, click Retrieve Options to resync these objects to your Salesforce organization.
- If the integration displays an error message, reduce the number of call rule sets in your Genesys Cloud organization to less than 1,000 items. Click Retrieve Options again.
For more information, see About Campaign Management in Genesys Cloud for Salesforce and About Campaign Management in CX Cloud from Genesys and Salesforce.
