Salesforce flow automation integration
OneView leverages Salesforce’s Process Automation Flows. OneView custom actions are used along with existing Salesforce actions to design flows that automate a business process. This OneView integration allows you to use Genesys Cloud attributes and data to retrieve corresponding customer information from Salesforce.
Note: To ensure the successful execution of flows within the org, it's essential to enable the Run Flows permission for the Salesforce profiles. If this permission is not assigned for a particular profile, users assigned to that profile will encounter an error message "Flow name has encountered an error and was unable to complete" when trying to run flows.
To learn more about Salesforce Flows and how to use them, see:
- https://help.salesforce.com/articleView?id=sf.flow.htm
- https://help.salesforce.com/articleView?id=sf.flow_concepts_building_blocks.htm
- https://trailhead.salesforce.com/en/content/learn/trails/build-flows-with-flow-builder
If your flows are ready for OneView, skip ahead to Triggering flows.