Difference between revisions of "ATC/Current/AdminGuide/PreparePCArchFlows"
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{{Article | {{Article | ||
|Standalone=No | |Standalone=No | ||
| − | |DisplayName=Prepare Genesys Cloud components | + | |DisplayName=Prepare Genesys Cloud CX components |
| − | |TocName=Prepare Genesys Cloud | + | |TocName=Prepare Genesys Cloud CX |
| − | |Context=Prepare a Genesys Cloud integration and data actions for use with an Architect flow action. | + | |Context=Prepare a Genesys Cloud CX integration and data actions for use with an Architect flow action. |
| + | |Dimension=ArchFlow | ||
|ComingSoon=No | |ComingSoon=No | ||
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud | |Platform=PureConnect, GenesysCloud, GenesysEngage-cloud | ||
|Prereq='''Prerequisites''' | |Prereq='''Prerequisites''' | ||
| − | *[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud:] | + | *[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud CX:] |
**'''Integrations '''> '''Integration '''> ''' Add, Delete, Edit, View ''' | **'''Integrations '''> '''Integration '''> ''' Add, Delete, Edit, View ''' | ||
**'''Integrations'''> '''Action '''> ''' Add, Delete, Edit, Execute, View ''' | **'''Integrations'''> '''Action '''> ''' Add, Delete, Edit, Execute, View ''' | ||
|Section={{Section | |Section={{Section | ||
| − | |sectionHeading=Prepare a Genesys Cloud integration | + | |sectionHeading=Prepare a Genesys Cloud CX integration |
|anchor=PCConfigure | |anchor=PCConfigure | ||
|alignment=Horizontal | |alignment=Horizontal | ||
|Media=Image | |Media=Image | ||
|image=PCIntegrationStatuses.png | |image=PCIntegrationStatuses.png | ||
| − | |structuredtext=Before you configure an action map to use an Architect flow action, [https://help.mypurecloud.com/articles/?p=53624 install and configure an integration in Genesys Cloud:] | + | |structuredtext=Before you configure an action map to use an Architect flow action, [https://help.mypurecloud.com/articles/?p=53624 install and configure an integration in Genesys Cloud CX:] |
*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=AFSFConfigureIntegration|display text=Required integration for Salesforce Lead Creation and Campaign Attribution integration}} | *{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=AFSFConfigureIntegration|display text=Required integration for Salesforce Lead Creation and Campaign Attribution integration}} | ||
| − | When you first install a Genesys Cloud integration, it has an active status. The integration must remain active for | + | When you first install a Genesys Cloud CX integration, it has an active status. The integration must remain active for a {{MINTYDOCSPRODUCT}} Architect flow action to use it. To verify the status, check the setting of the '''Status''' toggle on the main Integrations page.<br /> |
|Status=No | |Status=No | ||
}}{{Section | }}{{Section | ||
| − | |sectionHeading=Prepare the Genesys Cloud data actions | + | |sectionHeading=Prepare the Genesys Cloud CX data actions |
|anchor=ConfigurePCDataAction | |anchor=ConfigurePCDataAction | ||
|alignment=Horizontal | |alignment=Horizontal | ||
| Line 31: | Line 32: | ||
|structuredtext=#Import the necessary data actions for your integration: | |structuredtext=#Import the necessary data actions for your integration: | ||
#*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=SFDataActionImport|display text=Required data actions for the Salesforce Lead Creation and Campaign Attribution integration}} | #*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=SFDataActionImport|display text=Required data actions for the Salesforce Lead Creation and Campaign Attribution integration}} | ||
| − | #Associate the data actions with your integration and configure them. The | + | #Associate the data actions with your integration and configure them. The configuration options for the data action are specific to the data action itself. For more information about possible configuration options, see [https://help.mypurecloud.com/articles/?p=53624 Data actions] on the '''About Integrations''' page. |
#Save and publish your data actions. | #Save and publish your data actions. | ||
| − | {{NoteFormat|When you use predefined data actions as part of a Predictive Engagement solution, do not modify them.|1}}{{NoteFormat|Your Genesys Cloud organization can have 15 requests per second per data action. If you anticipate a higher volume of requests, contact Professional Services.|2}}<br /> | + | {{NoteFormat|When you use predefined data actions as part of a Predictive Engagement solution, do not modify them.|1}}{{NoteFormat|Your Genesys Cloud CX organization can have 15 requests per second per data action. If you anticipate a higher volume of requests, contact Professional Services.|2}}<br /> |
|Status=No | |Status=No | ||
}} | }} | ||
}} | }} | ||
Latest revision as of 21:27, November 9, 2021
This topic is part of the manual Genesys Predictive Engagement Administrator's Guide for version Current of Genesys Predictive Engagement.
Prepare a Genesys Cloud CX integration and data actions for use with an Architect flow action.
Prerequisites
- Configure the following permissions in Genesys Cloud CX:
- Integrations > Integration > Add, Delete, Edit, View
- Integrations> Action > Add, Delete, Edit, Execute, View
Prepare a Genesys Cloud CX integration
Before you configure an action map to use an Architect flow action, install and configure an integration in Genesys Cloud CX:
When you first install a Genesys Cloud CX integration, it has an active status. The integration must remain active for a Genesys Predictive Engagement Architect flow action to use it. To verify the status, check the setting of the Status toggle on the main Integrations page.Prepare the Genesys Cloud CX data actions
- Import the necessary data actions for your integration:
- Associate the data actions with your integration and configure them. The configuration options for the data action are specific to the data action itself. For more information about possible configuration options, see Data actions on the About Integrations page.
- Save and publish your data actions.
Important
When you use predefined data actions as part of a Predictive Engagement solution, do not modify them.Tip
Your Genesys Cloud CX organization can have 15 requests per second per data action. If you anticipate a higher volume of requests, contact Professional Services.Comments or questions about this documentation? Contact us for support!