Loading...
Loading...
Loading...
The Genesys Cloud for Salesforce integration is a variant of Genesys Cloud’s contact center services inside Salesforce.
With the Genesys Cloud for Salesforce integration, there is nothing to install on each user’s computer and nothing to maintain or back up on your servers.
Genesys Cloud for Salesforce works with Service Cloud, Lightning Experience, Salesforce Omni-Channel, and High Velocity Sales.
First review the requirements and purchase appropriate licenses for Genesys Cloud. Then install the integration and configure various settings.
Administrators can customize the integration to use more advanced features.
Administrators can extend the integration through custom development.
Administrators can set up and incorporate AI-powered tools like Agent Assist and Agent Copilot in to the interaction window. These tools help agents to enhance productivity and provides guidance.
Genesys Cloud for Salesforce can use Genesys Cloud to run outbound dialing campaigns, show campaign activity, and reconcile campaign and campaign member data in Salesforce.
Genesys Cloud for Salesforce can route Salesforce emails that users receive through the Email-to-Case functionality.
Genesys Cloud for Salesforce external routing can route Salesforce messaging through Genesys Cloud.
After the integration is installed, log in and begin to use the client.
From the client, you can access the menu and change your status and phone. The menu allows you to perform common tasks quickly, such as working with active interactions, making calls, or changing settings.
Learn about the call controls in the client and how to perform basic tasks on interactions.
Review CRM functionality that impacts how you work.
Learn what functionality and features you can control or configure in the client.
Quickly view your call history and notifications about various items from the User Inbox in the client. The notifications alert you to tasks and information that require your attention in Genesys Cloud.
Improve customer interactions with visual engagement tools that allow you to view customers’ computer screens or interact with their web browsers.
Genesys Cloud for Salesforce currently supports call, callback, outbound dialing, email, message, and ACD voicemail interactions. For fuller functionality, run Genesys Cloud alongside the client.
For any problems with Genesys Cloud for Salesforce, browse troubleshooting information about individual issues. Before working with Customer Care, enable server-side logging.
Get user feedback about articles.