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Previous suggested step: Configure Omni-Channel sync
Next suggested step: Map interaction attributes to Salesforce activity fields
The Client Event Settings section allows you to configure client event messages and add custom interaction attributes. In the Client Event Messages section, you can configure the integration to fire Interaction, Notification, or UserAction events in Lightning Experience and to include message content in chat notification payloads. In the Custom Interaction Attributes section, you can add custom interaction attributes to access data that you can use during an interaction.
This setting causes an event to fire whenever the client is loaded (postMessage API) or after a Lightning app subscribes to a channel (LMS).
For more information, see Events in Salesforce.
This setting causes the integration to amend the chat notification payload with message content.
This setting allows you to access and use data during an interaction. For example, after you add an attribute, you can then use the attribute in Architect flows or scripts to display knowledge articles about a particular topic to an agent or to screen pop information about contract deals for an agent to mention to a customer. For more information, see Events in Salesforce, About Architect, and About scripting.
You can use custom attributes or the default attributes used to map interaction attributes to Salesforce activity fields, some of which may already be present on the generic interaction.
The following table lists custom attributes that you can use. For more information about the default attributes, see Synchronize interaction attributes with Salesforce activity records.
| Interaction attribute | Interaction type | Data type | Description |
|---|---|---|---|
| Participant.{ColumnName} | Outbound dialing | String | Column name in campaign management contact list. See Contact list view. |
| Participant.{CustomFieldName} | Call, callback, email, message, ACD voicemail | String | Custom field name that is assigned using Set Participant Data in an Architect flow. See Set Participant Data. |
| Chat | String | Custom field name that is used in the chat widget. |
For information about all steps necessary to set up a call center, see Set up a call center.
For more information about the integration, see About Genesys Cloud for Salesforce.
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