Set up the integration in Genesys Cloud
Feature coming soon: Genesys Cloud for Salesforce Service Cloud Voice
Prerequisites
- Private key generated for the integration. See Requirements.
To set up the integration for Service Cloud Voice in Genesys Cloud:
- Click Admin.
- Under Integrations, click Integrations.
- Click Integrations in the upper right corner.
- Search for Genesys Cloud for Salesforce Service Cloud Voice integration and click Install.
- (Optional) You can modify the name that the Genesys Cloud provides. Ensure that the name is unique.
- Click the Configuration tab.
- On the Properties tab, click Add Property and enter the following details of the contact center in Salesforce:
- Salesforce Organization Id
- Salesforce Contact Center Name
- Group Filtering
Note: You can get the Salesforce Organization Id and Salesforce Contact Center Name details when you generate a contact center configuration XML file in Salesforce. For more information, see Generate contact center configuration XML file. - On the Credentials tab, click Configure. The Configure Credentials window opens.
- Enter the private key for the Salesforce Service Cloud Voice integration.
- Click OK and then Save.
- To activate your new integration, set the Status switch to Active.
- Click Yes.