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  • 1.  Agentless Email Campaign & updating SalesForce

    Posted 07-06-2023 14:46
    No replies, thread closed.

    I'm building a series of agentless outbound email campaigns that are working fine from a general distribution standpoint, however I need to be able to update the corresponding SalesForce accounts\contacts of the recipients who received the email as well, ideally with a copy of the email they received.  I feel like there is a way to accomplish this by applying rules\data actions to the campaign but I'm not sure where to start.  When previously sending these out manually or via a marketing tool we've used a SalesForce BCC address that takes the email, locates the account in SF and copies it into the Activity history, however Genesys campaigns don't support adding a BCC to the outbound campaigns.

    Any ideas or suggestions are very much appreicated.

    Thanks!


    #ArchitectureandDesign
    #Integrations
    #Outbound
    #SystemAdministration

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    Brian Diviney
    AvalonBay Communities, Inc.
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  • 2.  RE: Agentless Email Campaign & updating SalesForce

    Posted 08-03-2023 03:53
    No replies, thread closed.

    Unfortunately, not at present.  What we (you) need is a data action as the action on a post-contact rule.  That is coming, but not here yet.  The only other way would be a trigger that runs a workflow automation to send and email out to Salesforce or a data action to update the record. 



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    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
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