Difference between revisions of "Draft: ATC/GPESFLightning"

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|anchor=ConfigurationOptions
 
|anchor=ConfigurationOptions
 
|alignment=Vertical
 
|alignment=Vertical
|structuredtext=An administrator can configure Salesforce Lightning Experience to display the customer journey data to agents as a utility bar, embedded in a record details page, or as its own custom page. 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].
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|structuredtext=An administrator can configure Salesforce Lightning Experience to display the customer journey data to agents as a utility bar, embedded in a record details page, or as its own 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].  
[[File:Customer journey utility sf.png]]
 
  
===Record details page===
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For more information about the customer journey data that agents see, see {{Link-AnywhereElse|product=ATC|version=Current|manual=AgentGuide|topic=GPE_Customer_journey|display text=Customer journey}}.
[[File:Customer journey embedded record sf.png]]
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|Status=No
 
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}}{{Section
===Custom page===
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|sectionHeading=Customer Journey utility bar
[[File:Customer journey lightning page sf.png]]
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|alignment=Vertical
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|structuredtext=[[File:Customer journey utility sf.png|link=https://all.docs.genesys.com/File:Customer_journey_utility_sf.png]]
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|Status=No
 +
}}{{Section
 +
|sectionHeading=Record details page
 +
|alignment=Vertical
 +
|structuredtext=[[File:Customer journey embedded record sf.png|link=https://all.docs.genesys.com/File:Customer_journey_embedded_record_sf.png]]
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
|sectionHeading=Agent view
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|sectionHeading=Custom page
|anchor=AgentView
 
 
|alignment=Vertical
 
|alignment=Vertical
|structuredtext=Agents using Salesforce Lightning Experience can see a customer's journey context information when the Genesys Predictive Engagement component is enabled.
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|structuredtext=[[File:Customer journey lightning page sf.png|link=https://all.docs.genesys.com/File:Customer_journey_lightning_page_sf.png]]
 
 
'''Pending: Image of the component'''
 
 
 
For more information about the journey context data that appears, see {{Link-AnywhereElse|product=ATC|version=Current|manual=AgentGuide|topic=GPE_Customer_journey|display text=Customer journey}}.
 
 
 
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].
 
 
|Status=No
 
|Status=No
 
}}
 
}}

Revision as of 14:14, October 20, 2020

This is a draft page; the published version of this page can be found at ATC/GPESFLightning.

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 to agents as a utility bar, embedded in a record details page, or as its own custom page.

For more information about the configuration options, see Customer journey in the Genesys Cloud embedded clients.

For more information about the customer journey data that agents see, see
#mintydocs_link must be called from a MintyDocs-enabled page (Draft:ATC/GPESFLightning).
.

Customer Journey utility bar

Customer journey utility sf.png

Record details page

Customer journey embedded record sf.png

Custom page

Customer journey lightning page sf.png

Retrieved from "https://all.docs.genesys.com/Draft:ATC/GPESFLightning (2025-07-30 08:14:29)"