Configure contact list columns

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Genesys Cloud integrates with Salesforce campaigns through a Contact List Columns configuration feature that enables administrators to map Salesforce campaign member fields to Genesys Cloud contact list columns for tailored data synchronization. This global settings repository serves as a centralized configuration hub where field associations can be managed to facilitate campaign management across both Genesys Cloud for Salesforce and CX Cloud from Genesys and Salesforce integrations. Custom fields are created in Salesforce Object Manager by selecting an appropriate data type, assigning a field label, and configuring parameters such as text field length (maximum for text-based fields). Once created, these custom fields become available within Genesys Cloud's Campaign Management global settings. Field-level security can be configured per user profile to control access permissions, and custom fields integrate seamlessly with the Campaign Member object to extend data collection capabilities. The Contact List Columns section functions as a centralized repository where users can add, delete, or modify field associations when creating individual campaign settings. Users have flexibility to select all available columns or a specific subset based on campaign requirements. Each campaign member field can only be selected once per configuration, and multiple instances of the same field cannot be selected simultaneously. Fields can be modified or removed as needed, with changes persisted through the Save function. When creating a contact list for campaign management, four columns are automatically added to the beginning of the list: name, sf_url, popLeadOrContactId, and timeZone. These columns are hardcoded in the integration package and cannot be removed, renamed, or reordered. Any custom columns configured appear after these four default columns. Configuration is accessed through Setup > App Launcher > Campaign Management > Global Campaign Settings > Contact List Columns > Add. The documentation provides comprehensive guidance on configuring campaign management global settings, phone types, campaign settings, and contact list sync jobs, as well as establishing agent-owned columns and embedded clients. Users can access related articles covering campaign management setup, Salesforce integration, and campaign option retrieval, with a feedback mechanism available for reporting issues or providing input on content accuracy and usefulness

Series: Configure the campaign management global settings

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

CX Cloud from Genesys and Salesforce
Genesys Cloud for Salesforce

The global settings for the Campaign Management integration include a Contact List Columns section. In this section, you associate fields on campaign member records in Salesforce with columns on contact lists in Genesys Cloud.

The Contact List Columns section is a global repository of all contact list columns that you can add to contact lists for campaigns. When you create a campaign setting, you can configure the campaign setting to use all the columns listed here or only a subset.

When you create a contact list for campaign management in Genesys Cloud for Salesforce, the following four columns are automatically added to the beginning of the list:

Column Name	Campaign Member Field Name
name	Name
sf_urlpop	LeadOrContactId
timeZone	Time_Zone_c
sortOrder	Sort_Order_c

These columns are hardcoded in the integration package. You cannot remove, rename, or reorder them. Any custom columns you configure appear after these four columns.

On the Setup Home page in Salesforce, click the App Launcher icon.
Search for Campaign Management in the Search apps and items box and open the app.
In the navigation menu, select Global Campaign Settings.
Under Contact List Columns, click Add.
Select a campaign member field. The integration adds this field as a column to your contact list in Genesys Cloud.
You can select a default field or a custom field. Custom fields can be any data type, but if you use any of the text data types, set Length to 512 or fewer characters.
Click Setup.
Search for Fields.
Under Object and Fields, navigate to Object Manager > Campaign Member > Field & Relationships.
Click New.
Choose the appropriate data type for the new custom field and click Next.
Enter a name for the custom field in the Field Label and click Next.
Note: If you use any of the text data types, set Length to 512 or fewer characters.
For different user profiles, you can modify the field-level security for the custom field as required and click Next.
Click Save.
This custom field is now available from the Campaign Member Field menu.
Add more columns and select fields as needed.
Note: You cannot select the same Campaign Member Field more than once.
Delete or change fields as needed.
Click Save.

For more information, see About Campaign Management in CX Cloud from Genesys and Salesforce.

When you create a contact list for campaign management in Genesys Cloud for Salesforce, the following four columns are automatically added to the beginning of the list:

Column Name	Campaign Member Field Name
name	Name
sf_urlpop	LeadOrContactId
timeZone	Time_Zone_c
sortOrder	Sort_Order_c

These columns are hardcoded in the integration package. You cannot remove, rename, or reorder them. Any custom columns you configure appear after these four columns.

Under Contact List Columns, click Add.
Select a campaign member field. The integration adds this field as a column to your contact list in Genesys Cloud.
You can select a default field or a custom field. Custom fields can be any data type, but if you use any of the text data types, set Length to 512 or fewer characters.
Click Setup.
Search for Fields.
Under Object and Fields, navigate to Object Manager > Campaign Member > Field & Relationships.
Click New.
Choose the appropriate data type for the new custom field and click Next.
Enter a name for the custom field in the Field Label and click Next.
Note: If you use any of the text data types, set Length to 512 or fewer characters.
For different user profiles, you can modify the field-level security for the custom field as required and click Next.
Click Save.
This custom field is now available from the Campaign Member Field menu.
Add more columns and select fields as needed.
Note: You cannot select the same Campaign Member Field more than once.
Delete or change fields as needed.
Click Save.

For more information, see About Campaign Management in Genesys Cloud for Salesforce.

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Configure contact list columns

Series: Configure the campaign management global settings

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