- Salesforce Lightning integration

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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 in one of the following places:

  • The Customer Journey utility bar
  • A record details page
  • A custom page

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


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, 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>.

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