Synchronize call attributes with Salesforce VoiceCall records for CX Cloud from Genesys and Salesforce
The CX Cloud from Genesys and Salesforce integration provides the option to synchronize call attributes with Salesforce VoiceCall records for both inbound and outbound voice calls. Synchronizing voice call fields allows you to store any call attributes on Salesforce VoiceCall records.
Lightning Experience does not allow CX Cloud from Genesys and Salesforce to save call attributes to fields that the Salesforce user does not have access to. For example, if you configure CX Cloud from Genesys and Salesforce to save the queue name to a custom field and the custom field is not visible to agents, then Salesforce does not save the queue name to the custom field in the reports.
To configure the synchronization of attributes with Salesforce VoiceCall records:
- For each call attribute that you would like to map, create a custom field in Salesforce on the VoiceCall object. See Create Custom Fields in the Salesforce documentation.
- Map the custom field to the VoiceCall attribute. See Genesys Cloud Conversation Field Mapping.
- The integration can map any VoiceCall attribute that you set before the call leaves the agent’s queue for Salesforce.
Call attributes
Use the following attributes:
Attribute | Interaction Type | Data Type | Description |
---|---|---|---|
Conversation.Ani | Call, callback | String | Phone number of the caller. |
Conversation.CalledNumber |
Call, callback | String | Phone number dialed (DNIS or SIP addresses for queues). |
Conversation.ConversationId | Call, callback | String | Interaction ID. |
Conversation.Internal | Call, callback | Boolean | Indicates whether the call is internal interaction. |
Conversation.QueueName | Call, callback | String | Name of the queue that the interaction routes to or from. |
Conversation.RemoteName | Call, callback | String |
Remote name for the active interaction. |
Conversation.UUIData | Call, callback | String | Data received from inbound calls or sent with outbound calls. For more information, see About User to User Information (UUI) and the IETF UUI specification. |
Conversation.ParticipantPurpose | Call, callback | String |
Participant type of the interaction. |
Conversation.TotalAcdTime | Call, callback | Number |
Example scenario: An interaction spends 30 seconds in an initial queue before a tier-one agent picks up the interaction. The agent transfers the interaction to a tier-two agent. The interaction spends 60 seconds in a queue before a tier-two agent picks up the interaction. TotalAcdTime: 90 seconds. |
Conversation.TotalIvrTime | Call, callback | Number |
Example scenario: An interaction spends 30 seconds in an initial IVR flow before a tier-one agent picks up the interaction. The agent transfers the interaction to a tier-two agent. The interaction spends 60 seconds in an IVR flow before a tier-two agent picks up the interaction. TotalIvrTime: 90 seconds. |
Participant.{CustomFieldName} | Call, callback | String | Custom field name that is assigned by using the Set Participant Data action in an Architect flow. For more information, see Set Participant Data action. |
Default fields on Salesforce VoiceCall object
Field Name | Details |
---|---|
CallAcceptDateTime | This field represents the date and time (in UTC) when the call was accepted by an agent. |
CallCenterId | This field represents the unique ID of the call center (CallCenter Id) where the activity took place. |
CallDisposition |
The status of the phone call. Possible values are:
|
CallDurationInSeconds |
The total duration (in seconds) of the call. |
CallEndDateTime |
The date and time (in UTC) when the call ended. |
CallerId |
This field represents the unique ID of the participant who initiated the call. If “Match Callers to End User Records” is enabled in Lightning Experience, the value will be null and the EndUserId field is used instead to determine the end user associated with this voice call. |
CallResolution |
The resolution outcome of the call. The default value is ‘Resolved’, meaning the call has been resolved. |
CallStartDateTime |
The date and time (UTC) when the call started. |
CallType |
The possible values for Service Cloud Voice are:
|
ConversationId |
This field represents the unique ID of the conversation. This field is only available if call monitoring is enabled. Note: This field is different than the ConversationId in Genesys Cloud. |
EndUserId |
If “Match Callers to End User Records” is enabled in Lightning Experience, this field represents the unique ID of the messaging end user (MessagingEndUser Id) associated with this voice call. This is a relationship field. |
FromPhoneNumber |
The phone number of the user who initiated the call. |
LastReferencedDate |
The date and time (in UTC) when the current user last viewed a record related to this voice call. |
LastViewedDate |
The date and time (in UTC) when the current user last viewed this voice call. If this record was only referenced (LastReferencedDate), this value will be null. |
NextCallId |
This field represents the unique ID of the next call if the call was transferred to another agent. If a transfer or callback didn’t occur, this value will be null. |
OwnerId |
The unique ID of the user who owns the phone number. |
PreviousCallId |
This field represents the unique ID of the previous call if the call was transferred from another agent. If a transfer or callback didn’t occur, this value will be null. This is a relationship field. |
RecipientId |
This field represents the unique ID of the participant who received the call. If “Match Callers to End User Records” is enabled in Lightning Experience, this value will be null and the EndUserId field is used instead to determine the end user associated with this voice call. This is a relationship field. |
ToPhoneNumber |
The recipient of the phone call. For inbound, transfer, and callback calls, this value is the agent’s number. For outbound calls, this value is the customer’s number. |
UserId |
The unique ID of the Salesforce user who initiates an outbound call or accepts an inbound call. If no one takes the call, this value defaults to null. This is a relationship field. |
VendorCallKey |
This value is a compound ID formed by two UUIDs separated by a colon. The first UUID is a unique ID of the system. The second part is the Genesys Cloud ConversationId. |
VendorType |
This field is always set to ‘ContactCenter’. |