Create a campaign setting

1. Create custom tabs for Genesys Cloud campaign objects in Salesforce
2. Create a Lightning Component tab for global campaign settings
3. Create a Lightning app with the campaign management settings
4. Add New Campaign Setting option
5. Configure Genesys Cloud campaign setting information
6. Configure phone type management
7. Configure contact list column management

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

For more information about the integration, see About CX Cloud from Genesys and Salesforce.

1. Create a tab in the Salesforce toolbar. This tab allows you to access all of your campaign settings quickly.

   1. In Salesforce, click Setup.
   2. Search for Tabs in the Quick Find box and select Tabs.
   3. In the Custom Object Tabs section, click New.
   4. Enter the following details for the tab:
      • Select the Genesys Cloud Campaign Setting custom object from the list.
      • Enter the tab label as appropriate.
      • Select a tab style to set a color scheme and an icon for the tab.
   5. Click Next.
   6. Select the user profiles to whom the tab must be available by default and click Next.
   7. Specify the custom apps for which the new tab will be available.
   8. Click Save.
2. Configure Genesys Cloud campaign setting information.
3. Configure phone type management.
4. Configure contact list column management.

For information about all steps necessary to set up campaign management, see Set up campaign management.

For more information about the integration, see About Genesys Cloud for Salesforce.