AI-generated summary
Genesys Cloud integrates with Salesforce Service Cloud through the WEM activity view, providing agents with direct access to workforce management information and performance metrics without leaving the Salesforce platform. The integration requires Genesys Cloud CX 3 Digital or Genesys Cloud EX licensing, along with specific permissions for Agent Activity View, Workforce Management, Gamification, Learning, Coaching, and Quality evaluation functions.
The WEM activity view delivers comprehensive agent-focused capabilities, including daily schedule monitoring, break time adherence tracking, manager evaluation reviews, coaching appointment scheduling, performance monitoring against objectives and peer benchmarks, and access to updated policies and procedures. This functionality is designed exclusively for agent use, while supervisors and administrators must access the full Genesys Cloud client application for their respective administrative and supervisory functions.
Implementation requires the CX Cloud from Genesys and Salesforce integration to be installed in the Salesforce environment. The setup process involves accessing Lightning App Builder from Salesforce Setup, creating a new app page labeled "Agent Activity," selecting an appropriate page template, and adding the CX Cloud and WEM for Salesforce Service Cloud custom components to the page. Administrators must then configure component properties, save the configuration, activate the app page through Activation settings, update activation properties, and add the page to Lightning apps to make it available to end users. This role-based access model maintains the full Genesys Cloud client application as the primary tool for supervisors and administrators while providing agents with a focused interface tailored to their operational needs.