Configure contact list columns

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. 

1. On the Setup Home page in Salesforce, click the App Launcher icon.
2. Search for Campaign Management in the Search apps and items box and open the app.
3. In the navigation menu, select Global Campaign Settings.
4. Under Contact List Columns, click Add.
5. 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.

   Create a custom fieldClick to expand

   1. Click Setup.
   2. Search for Fields.
   3. Under Object and Fields, navigate to Object Manager > Campaign Member > Field & Relationships.
   4. Click New.
   5. Choose the appropriate data type for the new custom field and click Next.
   6. 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.
   7. For different user profiles, you can modify the field-level security for the custom field as required and click Next.
   8. Click Save.

   This custom field is now available from the Campaign Member Field menu.

6. Add more columns and select fields as needed.
   Note: You cannot select the same Campaign Member Field more than once.
7. Delete or change fields as needed.
8. Click Save. 

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

1. Under Contact List Columns, click Add.
2. 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.

   Create a custom fieldClick to expand

   1. Click Setup.
   2. Search for Fields.
   3. Under Object and Fields, navigate to Object Manager > Campaign Member > Field & Relationships.
   4. Click New.
   5. Choose the appropriate data type for the new custom field and click Next.
   6. 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.
   7. For different user profiles, you can modify the field-level security for the custom field as required and click Next.
   8. Click Save.

   This custom field is now available from the Campaign Member Field menu.

3. Add more columns and select fields as needed.
   Note: You cannot select the same Campaign Member Field more than once.
4. Delete or change fields as needed.
5. Click Save. 

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