Prepare Architect components

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Configure the following permissions in Genesys Cloud:

  • Architect > Flow > UI
  • Architect > Flow > Search

Campaign parameters

To create an integration using the Architect flow action in Genesys Predictive Engagement, use a Workflow type Architect flow. The workflow allows you to execute an action using the REST API.

The REST request requires certain parameters. For more information, see Required parameters for Salesforce Lead Creation and Campaign Attribution integration.

Prepare the workflow

1

Important
Always use the Workflow Architect flow type.
  1. Create a workflow.
  2. Import the integration-specific workflow. For more information, see Required workflow for the Salesforce Lead Creation and Campaign Attribution integration.
  3. Update the data action referential integrity constraints.
  4. Save and publish the workflow.

Update referential integrity constraints

1

Predefined data actions work in the Genesys Predictive Engagement development environment. To make them work in your environment, update the referential integrity constraints.

For each data action, do the following:

  1. In the workflow, select a data action with a red border. (Red signifies the referential integrity problem.)
  2. Under Data Action, select the name of the corresponding data action.
  3. Repeat these steps for every data action with a red border.