Series: Configure the campaign management global settings

Retrieve PureCloud campaign options

Note: This article applies to PureCloud for Salesforce.

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

  1. Under Retrieve PureCloud Campaign Options, click Retrieve Options

    The integration queries PureCloud for Divisions, Queues, Scripts, DNC Lists, Contactable Time Sets, Edge Groups, Call Responses, and Call Rule Sets, and then syncs these objects from your PureCloud 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 PureCloud campaign setting

    Notifications indicate the progress and success of the Retrieve Options operation.

    • PureCloud only retrieves divisions that are associated with PureCloud 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 PureCloud 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 PureCloud organization to less than 1,000 items. Click Retrieve Options again.

Retrieve PureCloud Routing Options section for Routing of PureCloud Emails in Salesforce

For more information, see About Campaign Management.

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

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