Configure page layout settings for campaigns and campaign members

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Genesys Cloud provides fields to add to Salesforce campaign and campaign member page layouts during syncing between organizations. For campaigns, add Genesys Cloud Campaign Setting, Campaign ID, Contact List ID, Time Zone, Campaign Status, Reconciled Contact Results, Campaign Schedule, and Campaign Priority. For campaign members, add Genesys Cloud Contact ID and Contact List Member Status. Do not modify IDs or campaign settings in Genesys Cloud as it will break integration. Add fields to control and track campaign data syncing between Salesforce and Genesys Cloud. Genesys Cloud enables adding fields like Synced to Genesys Cloud, Time Zone, Reconciled Result, Last Attempt, Last Result, and Sort Order to the Campaign Member Detail section in Salesforce. This allows tracking data sync, time zones, reconciliation results, last contact attempt details, and contact list order. After adding fields, page layouts can be saved and assigned to user profiles in Salesforce for campaign management between Genesys Cloud and Salesforce.

Note: This article applies to Genesys Cloud for Salesforce and CX Cloud from Genesys and Salesforce integrations.

After you configure the campaign management global settings in Salesforce, add some fields to page layouts for campaigns and campaign members in Salesforce. Genesys Cloud provides possible values to select during the syncing of campaign data between your Salesforce and Genesys Cloud organizations.

Campaigns
Campaign members

In Salesforce, click Setup.
Search for Page Layouts in the Quick Find box.
Navigate to Object Manager > Campaign > Page Layouts.
Either create a campaign page layout or edit an existing campaign page layout.
- New campaign page layout
  1. Click New.
  2. Enter a name for Page Layout Name.
- Existing campaign page layout
  1. Click Edit next to a campaign page layout that you want to edit.
Drag the following fields to the Campaign Detail section:
- Genesys Cloud Campaign Setting – Campaign setting that you associate with a Genesys Cloud campaign in Salesforce.
  A campaign setting allows you to associate the data synced from Genesys Cloud with a new or existing campaign in Salesforce. For more information, see Concepts for campaign management and Associate a campaign setting with a campaign.
  Warning: There might be options in Genesys Cloud on campaign settings that are not yet available from the Salesforce UI. Do not change the campaign settings directly in Genesys Cloud. Otherwise, campaigns in Salesforce will not behave as expected.
- (Optional) Genesys Cloud Campaign ID – ID of the Genesys Cloud campaign.
  This ID indicates that the campaign is created successfully in Genesys Cloud. For more information about Genesys Cloud campaigns, see Concepts for campaign management.
  Warning: Do not modify this ID.
- (Optional) Genesys Cloud Contact List ID – ID of the Genesys Cloud contact list.
  This ID indicates that the contact list is created successfully in Genesys Cloud. The contact list contains the campaign members associated with this campaign in Salesforce. For more information about contact lists, see Concepts for campaign management.
  Warning: Do not modify this ID.
- (Optional) Time Zone – Time zone for the location where the campaign runs.
- Genesys Cloud Campaign Status – Status of the campaign, for example, Running, Scheduled, Not Running.
- (Optional) Reconciled Contact Results – Reconciliation of contact results.
  This check box indicates whether Genesys Cloud reconciled data to the campaign member records in Salesforce at the completion of the campaign. For more information, see Reconciliation of campaign data.
- (Optional) Genesys Cloud Campaign Schedule – Campaign schedule that you associate with a Genesys Cloud campaign in Salesforce.
  By default, a campaign runs from 12:00 AM on the Start Date to 11:59 PM on the End Date of the campaign. A campaign schedule allows you to control when a campaign runs. For more information, see Associate a campaign schedule with a campaign.
  Warning: Do not change campaign schedules in Genesys Cloud. If you do change them in Genesys Cloud, campaigns in Salesforce will not behave as expected.
- (Optional) Genesys Cloud Campaign Priority – Priority of the campaign from 5 (highest) to 1 (lowest). Genesys Cloud places calls from campaigns with higher priority before campaigns with lower priority. If priority is not set, Genesys Cloud assumes a default priority of 5.
Click Save.

Assign the page layout to user profiles. A user’s profile determines which page layout they can see.
For more information, see Assign Page Layouts to Profiles or Record Types in the Salesforce documentation.

For more information, see Set up campaign management in CX Cloud from Genesys and Salesforce and Set up campaign management in Genesys Cloud for Salesforce.

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Configure page layout settings for campaigns and campaign members

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