AI-generated summary
Genesys Cloud integration with Salesforce requires a comprehensive setup involving multiple packages—Core Services, Voice, Digital/AI, WEM, Outbound Campaign Management, and External Routing for Salesforce Service Cloud—along with specific licensing prerequisites including active Salesforce Service Cloud Voice licenses, per-user Genesys Cloud CX 1 or later licenses, and dedicated add-on licenses for the integration. Browser compatibility is limited to the latest versions of Chrome, Firefox, or Microsoft Edge, with mandatory configuration adjustments including disabled Enhanced Tracking Protection in Firefox, enabled third-party cookies and data across all browsers, disabled ad blockers for the Salesforce domain, and disabled pop-up blockers for Salesforce Service Cloud console access. Technical infrastructure requirements include a self-signed certificate and private key for authenticating telephony requests between the two platforms. Utilization configuration at the organizational level must be tailored to deployment type: voice-only configurations require Maximum Capacity set to zero for all interaction types except calls and callbacks, while voice and digital or digital-only configurations require appropriate utilization settings for the specific environment. The "Count non-ACD calls in utilization capacity" option must be enabled to prevent non-ACD interactions from being interrupted by ACD interactions. Permission configuration is essential, with administrators requiring Add, Delete, Edit, and View capabilities for both cxCloudSFCore and cxCloudSFVoice integration modules, while agents receive a restricted subset limited to Add, Edit, and View functions for cxCloudSFVoice only. The integration supports multiple operational features including screen pop functionality, call attribute synchronization with Salesforce Voice, call record management, inactivity timeout support, and HIPAA compliance capabilities, with additional resources available for installation procedures, integration limitations, and Lightning Experience environment optimization.