Note: This article applies to CX Cloud, Voice for Salesforce Service Cloud.

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:

  1. 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.
  2. Map the custom field to the VoiceCall attribute. See Genesys Cloud Conversation Field Mapping.
  3. 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 attribute:

Attribute Interaction Type Data Type Description
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:

  • new – The VoiceCall record has been created.
  • in-progress – The call has been accepted (or, for outbound messages, initiated) by an agent.
  • completed – The call has ended. This includes calls that are transferred. (If a call is transferred, another voice call record is created to track the state of the transferred call.) If After Conversation Work (ACW) is enabled, that work begins after the call has completed. 
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:

  • Callback
  • Inbound
  • InternalCall
  • Outbound
  • Transfer
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’.