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  • 1.  How could I apply filters in campaigns created from Salesforce in Genesys Cloud?

    Posted 12 days ago

    Hello

    I have some campaigns that have to be created from Salesforce in Genesys Cloud.

    They are campaigns that have to have a filter indicating that if a date field in the contact list is older than the current date, that field should not be called.

    From Salesforce I don't see a way to make the filter apply to the contact list.

    How could I do this?

    Could I create the campaign from Salesforce in Gensys Cloud and then apply the filter from Genesys Cloud? Would this be the only solution or would it not be advisable to apply configuration from Genesys Cloud to a campaign created from Salesforce?

    Thank you very much

    Regards


    #Outbound

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    Ana Martin
    Consultant
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  • 2.  RE: How could I apply filters in campaigns created from Salesforce in Genesys Cloud?

    GENESYS
    Posted 11 days ago

    Hi Ana,

    An interesting question.  Not something I am familiar with, but I will look into it.  In the mean time, maybe someone else in the community can provide further insight.



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    Sam Jillard
    Online Community Manager/Moderator
    Genesys - Employees
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  • 3.  RE: How could I apply filters in campaigns created from Salesforce in Genesys Cloud?
    Best Answer

    Posted 11 days ago

    I would send that field over to Genesys with the contact list and then run a pre-call rule to check that date against the current date and dial or not depending on number of days past that date.  



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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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