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Hi! Has anyone integrated Genesys with Salesforce (this question is for you and not for the ones integrating Amazon connect or similar)?

If so, did you create queue mappings in Salesforce?

We’re using external routing via Genesys, so it doesn’t seem necessary to create queues or mappings in Salesforce. When we did try creating them, Salesforce automatically generated list views under the Voice Call object for each queue — but these views are empty and can’t be edited, hidden, or deleted.

Given that, is it actually required to create queue mappings in Salesforce when using Genesys for routing?

@* Service Cloud Voice * 

1 answer
  1. Today, 3:23 PM

    I believe they said the routing people are used to with Amazon and the integration was meant to be coming on roadmap but wasnt specifically used just now for mapping or tracking which seemed a shame if its still not there.

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3 answers
  1. Today, 3:22 PM

    I am having the same issue. Restarted the page and my computer, thinking that would resolve it, but it seems it is still the same.

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I would like to talk anyone that's implemented this article:  https://help.salesforce.com/s/articleView?id=service.voice_setup_amazon_hvoc.htm&type=5    I have gotten it set up and working properly, but now we have an issue with the time it takes to connect a customer with an agent.  Does anyone else have issues with this and if so, have you been able to resolve it?     

@* Service Cloud Voice * 

1 answer
  1. Today, 3:22 PM

    What sort of delay issue are you having? Do you mean it takes too long for regulatory reasons? Or you think it isnt working correctly and takes a while to connect. 

     

    the actual outbound dailler featuer had a lot of changes recently in how it works. 

     

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I see this question was asked about a year ago and there was no solution but I am asking again as it seems crazy that we can not easily report on missed, abandoned calls.  Currently, a record is not created in Voice when a call is missed or abandoned for us to be able to create reports on.  We definitely want to be able to see how many calls are being missed!  Does anyone know how it is possible to have Voice create records for missed calls? Currently, we have only been able to find this documentation but we don't have a developer. Can it not be done declaratively?

12 answers
  1. Today, 3:21 PM

    If you still needed  a way to look at it in SF you could look at calls where there wasn't a user that answered and it still had the queue as the owner. (not 100%) 

    Or calls without a MOS as that means no actual audio on the call.

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Hi Salesforce Expert, @Admin Group, Bangkok, TH @Admin Trailblazers @Amit - Salesforce Developer

 

I want to disable the attachment option in the "Send List Email" in the Contact and Lead. 

Do you have any advice? 

 

How to block user send email list with attachment?

 

Bass 

 

 

 

#Sales Cloud

2 answers
  1. Today, 3:20 PM

    Unfortunately, there's no direct way to disable the attachment option in the Send List Email feature, but there are a few workarounds you can consider. One option is to remove the "Send List Email" permission from user profiles or permission sets to completely prevent access to the feature. If you'd like users to still send emails but without attachments, you could create a custom solution—like a Lightning component or Flow—that handles email sending while excluding the attachment option. Another approach is to implement a validation rule or Apex trigger that checks for attachments before an email is sent and blocks it if one is included. Each of these options has trade-offs depending on how much control and flexibility you need.

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This may be a simple question, I am not an Admin but I am doing research on a problem we are having.  

 

Basic question: can you create a flow to connect two fields, between a child Object and its parent Object? This would need to be a one-way flow, where when a checkbox is selected on the child Object, it also gets selected on the parent Object. The flow should not work the other way (even when the parent Object field is unchecked). 

 

Thanks! 

 

#Custom Objects  #Custom Object Relationships Linkage  #Fields & Relationships

7 answers
  1. Today, 3:17 PM

    @Nazia Asif @Eric Praud

    I have a follow-up question. If we want to store survey answers in this Object, there are 6 possible options per question and participants and choose more than one option.  

     

    By using an Object instead of the checkboxes on the Contact, can we create reports where all options associated with one question are aggregated into one chart?  

     

    Example: What do you care about? Option 1: whales, Option 2: plastic, etc. we would create a report that shows how many Contacts selected whales, how many Contacts selected plastic, etc. within the same chart to understand which option is most popular. 

     

    Does using an Object allow us to do this?

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I’m asking this question again in a different way because I’ve never actually gotten a definitive answer.  This is my first multicurrency org, so I came into it not knowing a whole lot.     We have products in USD, our corp currency. Each product has multiple currency price book entries with unit price $0. Price is set on the product option (see below).  

 

We have bundles sold in multiple countries with the product currency field set to the local currency. Price book entries are for that same local currency.  

 

We use the unit price field on the product options. I know multicurrency is not respected. I know that whatever price is shown is what appears on the quote line regardless of quote currency.  

 

My question: should the product option currency match the bundle parent? For example bundle A sold in Canada has currency CAD. Must the product options be set to CAD as well? I’m guessing it doesn’t matter since the unit price isn’t converted anyway. It just looks odd to have product options with a different currency (or in some cases a mix of local and USD currencies). 

3 answers
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Hi I'm a heavy user of CodeBuilder and have customized it a lot with plugins. One of the plugins, Vim, is my favorite and I cannot code without it. The issue is that with a recent CodeBuilder release, it seems that it's enforcing CSP directive script-src to refuse "unsafe-eval". Unluckily, Vim plugin uses this feature so it fails to load in CodeBuilder.  I'm wondering if we can customize the CSP settings of CodeBuilder or a switch to turn if off.  Thank you for your help, @Mohith Shrivastava   

8 answers
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I'd like to have both commercial and transactional footers attached to their respective sender and delivery profiles and make them the Account Default Footer so I don't need to drag and drop a footer content block every time I send an email. Is this possible? Also, how do I configure it in Admin Marketing Cloud? 

 

Thanks guys!

2 answers
  1. Today, 3:13 PM

    Yes! you can customize the Account Default Footer in Marketing Cloud, but with a few important clarifications: 

    What’s Possible>>You can set one default footer at the account level in Setup > Account Settings. 

    This footer is automatically appended to all emails unless overridden in the Sender Profile or Delivery Profile. 

     Since you want to use both commercial and transactional footers, the best approach is to:

    1. Create two separate Sender Profiles> each with its respective footer (commercial or transactional).

    Then, assign these profiles as needed per email send or journey. 

     

    Important: You cannot assign multiple default footers at the account level. The "Account Default Footer" is a single fallback and doesn’t switch based on email type. 

    How to Configure It:

    1. Go to Email Studio > Admin > Account Settings.

    In the Footer section, you can set the Default Footer for the account.

    1. Then go to Email Studio > Admin > Send Classification.
    2. Create separate Sender Profiles with different footer options (either built-in or custom).Use these profiles when sending emails via Email Studio, Journey Builder, or Automation Studio. 

       

      To avoid dragging footers manually:

    • Use Send Classifications (Sender + Delivery Profile) with pre-configured footers.
    • Choose the appropriate classification during send setup or Journey configuration.
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