Difference between revisions of "ATC/Current/AdminGuide/BuildArchFlows"

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|structuredtext={{NoteFormat|Always use the Workflow Architect flow type.|}}
  
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To prepare the workflow:
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#Create a workflow.   
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#Create a new workflow.   
 
 
#*From the '''Flows''' list, select '''Workflow'''.
 
#*From the '''Flows''' list, select '''Workflow'''.
 
#*Click '''Add''' and specify a name.
 
#*Click '''Add''' and specify a name.
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#*Update the other fields as you need to.
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#*Update the other fields as needed.
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#[https://help.mypurecloud.com/articles/?p=2730 Import] the integration-specific workflow:
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#[https://help.mypurecloud.com/articles/?p=2730 Import] the integration-specific workflow. For more information, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=ARSFPrepFlow|display text=Required workflow for the Salesforce Lead Creation and Campaign Attribution integration}}.
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#*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=ARSFPrepFlow|display text=Required workflow for the Salesforce Lead Creation and Campaign Attribution integration}}
 
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows|anchor=RefIntegrity|display text=Update the data action referential integrity constraints}}.
 
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows|anchor=RefIntegrity|display text=Update the data action referential integrity constraints}}.
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#Save the workflow.
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#Save and publish the workflow.
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#Publish the workflow.
 
 
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Revision as of 18:16, February 3, 2021

This topic is part of the manual Genesys Predictive Engagement Administrator's Guide for version Current of Genesys Predictive Engagement.

Prepare an Architect workflow to integrate Genesys Predictive Engagement with a third-party system.

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:

Prepare the workflow

Important
Always use the Workflow Architect flow type.
  1. Create a workflow.
    • From the Flows list, select Workflow.
    • Click Add and specify a name.
    • Update the other fields as needed.
  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

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.
Retrieved from "https://all.docs.genesys.com/ATC/Current/AdminGuide/BuildArchFlows (2025-06-23 14:28:22)"
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