Difference between revisions of "Draft: ATC/GPESFLightning"
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|anchor=ConfigurationOptions | |anchor=ConfigurationOptions | ||
|alignment=Vertical | |alignment=Vertical | ||
− | |structuredtext=An administrator can configure the journey | + | |structuredtext=An administrator can configure Salesforce Lightning Experience to display the customer journey data in one of the following places: |
+ | |||
+ | * The Customer Journey utility bar | ||
+ | * A record details page | ||
+ | * A custom page | ||
+ | |||
+ | === Customer Journey utility bar === | ||
+ | [[File:Customer journey utility sf.png]] | ||
+ | |||
+ | === Record details page === | ||
+ | [[File:Customer journey embedded record sf.png]] | ||
+ | |||
+ | === Custom page === | ||
+ | [[File:Customer journey lightning page sf.png]] | ||
+ | |||
− | |||
For more information about the Salesforce Lightning integration, see [https://help.mypurecloud.com/articles/customer-journey-in-the-genesys-cloud-embedded-clients/ Customer journey in the Genesys Cloud embedded clients]. | For more information about the Salesforce Lightning integration, see [https://help.mypurecloud.com/articles/customer-journey-in-the-genesys-cloud-embedded-clients/ Customer journey in the Genesys Cloud embedded clients]. |
Revision as of 12:26, October 20, 2020
Contents
Feature coming soon!Integrate in Salesforce Lightning so that agents can view customer journey data.
Configuration options
An administrator can configure Salesforce Lightning Experience to display the customer journey data in one of the following places:
- The Customer Journey utility bar
- A record details page
- A custom page
Customer Journey utility bar
Record details page
Custom page
For more information about the Salesforce Lightning integration, see Customer journey in the Genesys Cloud embedded clients.
Agent view
Agents using Salesforce Lightning can see a customer's journey context information when the Genesys Predictive Engagement component is enabled.
Pending: Image of the component
For more information about the journey context data that appears, seeFor more information about the Salesforce Lightning integration, see Customer journey in the Genesys Cloud embedded clients.
For more information on the Salesforce Lightning integration, see <LINK TO AMY'S CONFIG DOC>.