Genesys Cloud CX

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  • 1.  Call Data Action - Architect

    Posted 06-28-2017 14:28

    Hi all,

     

    I've seen on the last release you've introduced on Architect "Call Data Action".

    Could you please give any details about this feature?

    What is one scenario that I can apply with this?

    What is the difference between Call Bridge Action and Call Data Action?

     

    Thanks

    Stefano



  • 2.  RE: Call Data Action - Architect

    GENESYS
    Posted 06-28-2017 14:42

    HI Stefano. Call Data Actions retrieve information from the new Salesforce data actions integration, which runs as a PureCloud service, rather than on a PureCloud server. You can find detailed information about it in the Resource Center. A good start would be https://help.mypurecloud.com/articles/about-salesforce-data-actions-integration/. Also, this article includes help on using the data actions as well as example call and email flows: https://help.mypurecloud.com/articles/use-data-actions-with-the-salesforce-data-actions-integration/. I hope this helps!



  • 3.  RE: Call Data Action - Architect

    Posted 06-28-2017 14:52

    Data actions are the newer better version of bridge actions. The main benefit is that you don't have to set up a bridge server.



  • 4.  RE: Call Data Action - Architect

    Posted 06-28-2017 15:31

    Hi Melissa,

     

    thank you, as I thought.But I can use only for Salesforce or not?

    If I need to retrieve informations from Pure Cloud, Can i use this instead using Bridge Action?

    Thanks

    Stefano



  • 5.  RE: Call Data Action - Architect

    Posted 06-28-2017 15:55

    Can you provide me some use cases?

    Where Do I need to create this action in Pure Cloud Web GUI?

    I've seen the config on Architect :

     

    Category : Is a setting under Bridge section?

    Can you clarify this ,please?

     

    Thanks

    Stefano

     



  • 6.  RE: Call Data Action - Architect

    Posted 07-11-2017 15:40

    I use a custom attribute with the bridge server but I don't see how I can use it with the call data action. Is it possible ?

     

    Thanks. Marco.



  • 7.  RE: Call Data Action - Architect

    Posted 07-11-2017 15:43

    The Salesforce actions are just the 1st wave of data actions. The rest of them, including custom actions, will be released in the future.



  • 8.  RE: Call Data Action - Architect

    Posted 07-11-2017 17:19

    What I meant is that with the bridge server and the salesforce intergration, I can query a custom field in the contact object. With the salesforce data action, I can't seem to be able to do that.

     

    Thanks. Marco



  • 9.  RE: Call Data Action - Architect

    Posted 07-11-2017 17:35

    Sorry, I don't know a lot about the salesforce actions. Is this something in the bridge/action configuration or in Architect?



  • 10.  RE: Call Data Action - Architect

    Posted 07-12-2017 11:46

    It's in Architect.

    Thanks. Marco.



  • 11.  RE: Call Data Action - Architect

    Posted 07-13-2017 18:17

    Which specific saleforce action? Can you attach a screenshot of the bridge action in architect and what you're looking at?