Genesys Cloud for Salesforce content list
AI-generated summary
Genesys Cloud provides an omnichannel customer experience platform with deep integration into Salesforce. Key capabilities enabled through the integration include screen pops, click-to-call, outbound campaign management, skills-based routing, real-time and historical reporting, and more. This allows Salesforce users to handle voice, digital, and back-office interactions natively within Salesforce by surfacing Genesys Cloud functionality in the Salesforce agent desktop. The integration synchronizes data between the two systems and provides a seamless agent and customer experience. Genesys Cloud also offers troubleshooting for issues like embedded client problems, interaction logging errors, sales velocity challenges, agent phone connectivity, missing screen pops, duplicate logs, data sync problems, and Lightning compatibility. Enabling server-side logging can help diagnose these types of issues.
This article lists all relevant content for Genesys Cloud for Salesforce.
General
Integration
- Administrators
- Genesys Cloud Billing FAQs
- Administrator requirements
- Set up the integration
- Set up the integration
- Install or upgrade the managed package
- Managed package settings
- Set up a call center
- Change the region of your Genesys Cloud organization
- Configure call center settings
- Configure client events
- Configure Omni-Channel sync
- Configure country codes
- Map interaction attributes to Salesforce activity fields
- Configure call controls
- Customize interaction details
- Configure search
- Configure extension points
- Use different configurations for different agents
- Training videos
- Agents
- About Campaign Management
- Overview
- Get started
- Create an OAuth client
- Campaign management permissions
- Set up campaign management
- Configure authentication
- Configure the campaign management global settings
- Configure page layout settings for campaigns and campaign members
- Create a campaign setting
- Create a campaign schedule
- Associate a campaign setting and a campaign schedule with a campaign
- Configure the sort order of campaign members
- Work with campaign management
- Troubleshoot
- About Routing of Salesforce Emails
- Overview
- Get started
- Advanced configuration with SDK
- Work with routing
- Troubleshoot
- Client interface
- Client interface
- Interactions in the client menu
- Interaction Log in the client menu
- New Interaction in the client menu
- Agent Performance in the client menu
- User Inbox in the client menu
- Agent Schedule in the client menu
- Queue Activation in the client menu
- Settings in the client menu
- Genesys Cloud in the client menu
- Help in the client menu
- Status
- Phones
- Click-to-dial
- Interaction logs
- Call forwarding
- Notifications
- Queue activation
- Call history
- Evaluations
- Shift trade and time off requests
- Voicemail
- Co-browse
- Calls
- Callbacks
- Outbound dialing
- Chats
- Emails
- Messages
- Voicemails
- Troubleshoot
- Call forwarding
- Campaign management
- Interactions
- Omni-Channel
- Queues
- WebRTC phones
- Miscellaneous
- Active SMS conversation already exists
- Apex class warning error
- Auto association is not working
- Call control does not appear in the client
- Can I run Genesys Cloud for Salesforce in multiple browser tabs?
- Chrome autoplay policy changes
- Client does not appear
- Embedded interaction window failed to load
- Failed to save an interaction log
- High Velocity Sales issues
- Phone logged out
- Screen pops are not working
- Two activities appear in the logs for each interaction
- Why aren’t fields appearing on my Salesforce pages?
- Why isn’t the client appearing in Lightning?
- Enable server-side logging
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