Difference between revisions of "Draft: ATC/GPESFLightning"
From Genesys Documentation
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|structuredtext=An administrator can configure Salesforce Lightning Experience to display the customer journey data in one of the following places: | |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 | + | *The Customer Journey utility bar |
| − | * A record details page | + | *A record details page |
| − | * A custom page | + | *A custom page |
| − | === Customer Journey utility bar === | + | For more information about the configuration options, see [https://help.mypurecloud.com/articles/customer-journey-in-the-genesys-cloud-embedded-clients/ Customer journey in the Genesys Cloud embedded clients]. |
| + | |||
| + | ===Customer Journey utility bar=== | ||
[[File:Customer journey utility sf.png]] | [[File:Customer journey utility sf.png]] | ||
| − | === Record details page === | + | ===Record details page=== |
[[File:Customer journey embedded record sf.png]] | [[File:Customer journey embedded record sf.png]] | ||
| − | === Custom page === | + | ===Custom page=== |
[[File:Customer journey lightning page sf.png]] | [[File:Customer journey lightning page sf.png]] | ||
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| − | |||
| − | |||
| − | |||
|Status=No | |Status=No | ||
}}{{Section | }}{{Section | ||
Revision as of 12:28, October 20, 2020
This is a draft page; the published version of this page can be found at ATC/GPESFLightning.
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
For more information about the configuration options, see Customer journey in the Genesys Cloud embedded clients.
Customer Journey utility bar
Record details page
Custom page
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, see#mintydocs_link must be called from a MintyDocs-enabled page (Draft:ATC/GPESFLightning).
.
For 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>.