Set up campaign management in CX Cloud from Genesys and Salesforce
Prerequisites
- Permissions granted to Salesforce users who create or update campaigns or campaign members. For more information, see Campaign management permissions.
Campaign Management enables you to create, manage, and view Genesys Cloud campaigns in Salesforce. To use the campaign management setup, configure global settings for campaign management and Salesforce page layouts. Then, create a campaign setting and associate it with a campaign.
- Configure the campaign management global settings
- Configure page layout settings for campaigns and campaign members
- Create a campaign setting
- (Optional) Create a campaign schedule
- Associate a campaign setting and a campaign schedule with a campaign
- (Optional) Configure the sort order of campaign members
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