AI-generated summary
Genesys Cloud integrates with Salesforce through a WEM activity view Lightning component that displays agents' off-queue workforce management information directly within the Salesforce platform. The feature requires specific licensing packages (Genesys Cloud CX 3 Digital/EX, CX 3/4, or WEM Add-on) and multiple permission levels including Agent Activity View, Workforce Management, Gamification, Learning, Coaching, and Quality access. Implementation requires Salesforce Lightning platform configuration, including Lightning Message Channel setup and call center client event configuration.
The WEM activity view provides agents with access to critical workforce management data including current and upcoming schedules, adherence and conformance tracking, manager evaluations, coaching appointments, performance metrics with peer comparisons, and policy updates. The component is designed exclusively for agent use, while supervisors and administrators must access the full Genesys Cloud client application for their functions.
Administrators can deploy the component through two configuration methods within Salesforce. The first approach involves adding it as a custom component on Lightning pages by accessing Lightning App Builder from Setup, creating a new app page, dragging the GenesysCloudCustomComponent onto the page, configuring it with WEMActivity as the Component Type, and then saving and activating the page. The second approach implements the component as a utility bar within Lightning apps by accessing App Manager from Setup, either editing an existing Lightning app or creating a new one, adding a utility item with GenesysCloudCustomComponent, configuring the label and WEMActivity component type, and saving with default settings.
The WEM activity view is specifically designed for users of the Embeddable Framework within external environments and supports use cases including schedule visibility, break adherence management, evaluation feedback, coaching coordination, performance monitoring, and policy communication. Organizations using Salesforce and Genesys Cloud without the Embeddable Framework should maintain separate applications. Additional integration documentation and community support resources are available for implementation guidance.