Genesys Cloud - Main

 View Only

Discussion Thread View
Back to discussions
Expand all | Collapse all

Salesforce Interaction Attributes/ Activity fields

  • 1.  Salesforce Interaction Attributes/ Activity fields

    Posted 10-27-2020 06:15
    Hello,

    We have some questions related to Salesforce integration and Genesys Cloud.

    What event triggers the task creation in salesforce?
    We see an automatic task is created but not associated with the a case. We create the case during the architect flow but can not link the autoaitc created task to the case created in the architect flow.

    In the documentation we see the default fields in Salesforce should be updated
    Synchronize interaction attributes with Salesforce activity records - Genesys Cloud Resource Center
    Genesys Cloud Resource Center remove preview
    Synchronize interaction attributes with Salesforce activity records - Genesys Cloud Resource Center
    The Genesys Cloud for Salesforce integration gives you the option to synchronize [More]
    View this on Genesys Cloud Resource Center >

    But the Related To field is in our case not updated.
    We tried to map interaction attreibutes to salesforce activities but the "related to" field is not selectable?

    Any one who have a setup like this and could share some light?

    Kind regards



    #Integrations

    ------------------------------
    RenePerez Solis
    Service Architect
    ------------------------------


Need Help finding something?

Check out the Genesys Knowledge Network - your all-in-one access point for Genesys resources