Series: Configure the campaign management global settings

Retrieve Genesys Cloud campaign options

Note: This article applies to Genesys Cloud for Salesforce.

The global settings for the Campaign Management integration include a Retrieve Genesys Cloud Campaign Options section. In this section, you retrieve data from your Genesys Cloud organization.

  1. 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, 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.

    • 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.
    • Any time that you modify Divisions, Queues, Scripts, DNC Lists, Contactable Time Sets, Edge Groups, Call Responses, or Call Rule Sets in your Genesys Cloud organization, click Retrieve Options to resync these objects to your Salesforce organization.
  2. 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.

Retrieve Genesys Cloud Routing Options section for Routing of Genesys Cloud Emails in Salesforce

For more information, see About Campaign Management.

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

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