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  • 1.  SCV - Routing a call to the Salesforce Account Owner with Service Cloud Voice

    Posted yesterday

    Hello everyone,

    We are using Genesys Cloud with Salesforce Service Cloud Voice and are looking for the best approach to implement the following use case.

    Requirement:

    • Identify the caller using the incoming phone number.
    • Find the corresponding Account in Salesforce.
    • Retrieve the Account Owner (Salesforce User).
    • Route the call directly to that user.

    We investigated several options but could not find a supported implementation for this scenario.

    Some questions:

    • Does Genesys Cloud for Salesforce Service Cloud Voice support Salesforce Omni-Channel Flows?
    • Is the CallCenterRoutingMap object used by Genesys Cloud? In our environment, it is empty.
    • What is the recommended way to route a call to a Salesforce user based on Salesforce data (such as the Account Owner)?

    Has anyone implemented a similar solution or can share the recommended architecture?

    Thank you in advance for your feedback.


    #API/Integrations
    #ArchitectandDesign

    ------------------------------
    Ragheb Gmira
    Consultant IT
    ------------------------------


  • 2.  RE: SCV - Routing a call to the Salesforce Account Owner with Service Cloud Voice

    Posted yesterday

    Hi Ragheb 

    -

    We implemented a very similar use case in the past, although using Salesforce Open CTI instead of Service Cloud Voice.

    Our approach was:

     - The inbound call arrives in Genesys Cloud.

     - We use a Data Action to call a Salesforce API, passing the caller's phone number.

     - If a matching customer is found, the API returns the customer information, including the assigned Account Owner (or the corresponding agent).

     - Based on the API response, we use the Preferred Agent routing method in Genesys Cloud to route the interaction directly to the assigned agent whenever they are available. If the preferred agent is unavailable, the interaction follows the normal routing strategy.

    -

    This architecture worked very well because the routing decision was made entirely within Genesys Cloud based on Salesforce data retrieved in real time.

    I haven't implemented this specifically with Service Cloud Voice, so I'm not sure whether the same approach is officially supported in that integration, but from a Genesys Cloud perspective, using a Data Action together with Preferred Agent routing is definitely a viable solution.



    ------------------------------
    Kaio Oliveira
    GCP - GCQM - GCS - GCA - GCD - GCO - GPE & GPR - GCWM

    PS.: I apologize if there are any mistakes in my English; my primary language is Portuguese-Br.
    ------------------------------



  • 3.  RE: SCV - Routing a call to the Salesforce Account Owner with Service Cloud Voice

    Posted 10 hours ago

    Hi Kaio,

    Thank you for sharing your approach.

    The Data Action for the Account Owner returns a Salesforce User ID. How did you map or use that Salesforce User ID to route the interaction to the corresponding Genesys Cloud agent using Preferred Agent routing?

    Thanks in advance for your clarification.

    Best regards,

    Ragheb



    ------------------------------
    Ragheb Gmira
    Consultant IT
    ------------------------------

    Original Message


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