AI-generated summary
Genesys Cloud enables integration with Salesforce through the External Contact Sync integration, which synchronizes contact data between the two platforms. To establish this integration, users must possess a Salesforce account with credentials, a generated security token from their Salesforce developer account, and an installed Genesys Cloud for Salesforce managed package. The integration requires one of the licenses: Genesys Cloud CX 1, Genesys Cloud CX 1 Digital Add-on II, Genesys Cloud CX 2 Digital, or Genesys Cloud CX 3 Digital.
The setup process involves accessing the Integrations section through the Menu, locating and installing the Salesforce External Contact Sync integration tile, and configuring credentials including Salesforce username, password, and security token. Users must select the appropriate Login URL endpoint—either https://login.salesforce.com for production environments or https://test.salesforce.com for test environments—as these are the only URLs permitted by the Genesys Cloud API endpoint. After entering credentials and receiving confirmation, users save the configuration and activate the integration by toggling the Status switch to Active. The integration supports triggered sync updates, which can be configured separately to automate contact synchronization based on specified events