Genesys Cloud - Main

We are using the SF integration and am curious if I can get the SF ID/ Contact ID into Genesys reports (an interactions report for example). We are already passing this info over to Genesys and I can see it is housed in the Contact lists. I would like to be able to have this in an interactions report as well for our data team when looking at down funnel results. 

Thanks,

Hi Josiah,

You would need to assign the SF ID/Contact ID to Participant Data on the interaction to see this in the Interaction Reports.  The best way to do this would be to add a Data Action to lookup the contact and then a Set Participant Data action to write it to the interaction in the flow. Here are a couple of links to the resource center: 
Set Participant Data action and About the Salesforce data actions integration

Maybe someone else in the community has a better way of doing this.

We are using the SF integration and am curious if I can get the SF ID/ Contact ID into Genesys reports (an interactions report for example). We are already passing this info over to Genesys and I can see it is housed in the Contact lists. I would like to be able to have this in an interactions report as well for our data team when looking at down funnel results. 

Thanks,

Sam, once something is added as a Participant Data attribute on a conversation, what do you find to be the best way to include that attribute in a standard Performance view or report?

Hi Josiah,

You would need to assign the SF ID/Contact ID to Participant Data on the interaction to see this in the Interaction Reports.  The best way to do this would be to add a Data Action to lookup the contact and then a Set Participant Data action to write it to the interaction in the flow. Here are a couple of links to the resource center: 
Set Participant Data action and About the Salesforce data actions integration

Maybe someone else in the community has a better way of doing this.

We are using the SF integration and am curious if I can get the SF ID/ Contact ID into Genesys reports (an interactions report for example). We are already passing this info over to Genesys and I can see it is housed in the Contact lists. I would like to be able to have this in an interactions report as well for our data team when looking at down funnel results. 

Thanks,

Hi George,

Custom Participant data can be viewed in the Interactions Export with the Include Custom Attributes option selected.  But it is worth remembering that an overnight pipeline run needs to have occurred to see these Attributes.  You can look  look in the individual interactions to see the Custom Attributes or multiple APIs: View participant data attributes.

There is an Idea on the Product Ideas Lab to include these Attributes in the Performance Views: Views: Add Column(s) to show Custom Attributes in Interactions View

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Sam Jillard
Online Community Manager/Moderator
Genesys - Employees

Original Message:
Sent: 09-30-2025 17:29
From: George Ganahl
Subject: Salesforce ID

Sam, once something is added as a Participant Data attribute on a conversation, what do you find to be the best way to include that attribute in a standard Performance view or report?

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George Ganahl GCCX-AI, GCP, GCSME
Technical Adoption Champion
Genesys
2024 Community Member of the Year

Original Message:
Sent: 09-22-2025 12:37
From: Samuel Jillard
Subject: Salesforce ID

Hi Josiah,

You would need to assign the SF ID/Contact ID to Participant Data on the interaction to see this in the Interaction Reports.  The best way to do this would be to add a Data Action to lookup the contact and then a Set Participant Data action to write it to the interaction in the flow. Here are a couple of links to the resource center: 
Set Participant Data action and About the Salesforce data actions integration

Maybe someone else in the community has a better way of doing this.

------------------------------
Sam Jillard
Online Community Manager/Moderator
Genesys - Employees

Original Message:
Sent: 09-22-2025 12:03
From: Josiah Graham
Subject: Salesforce ID

We are using the SF integration and am curious if I can get the SF ID/ Contact ID into Genesys reports (an interactions report for example). We are already passing this info over to Genesys and I can see it is housed in the Contact lists. I would like to be able to have this in an interactions report as well for our data team when looking at down funnel results. 

Thanks,

#Metrics
#Unsure/Other

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Josiah Graham
IT
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We are using the SF integration and am curious if I can get the SF ID/ Contact ID into Genesys reports (an interactions report for example). We are already passing this info over to Genesys and I can see it is housed in the Contact lists. I would like to be able to have this in an interactions report as well for our data team when looking at down funnel results. 

Thanks,