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How to connect Salesforce to Genesys

Here is how to connect salesforce to genesys

  1. First click in the main search box at the top of the AppExchange page
  2. In the search box, type "Genesys"
  3. From the search suggestions dropdown, click on "genesys"
  4. In the search results, click on the "CX Cloud from Genesys and Salesforce" app tile
  5. On the app details page, click the "Try It Free" button
  6. In the trial setup page, click on the "Try in your sandbox" option
  7. Click the "Continue to Installation" button to proceed
  8. Click the "Log In & Install" button
  9. On the login page, click the "Use Custom Domain" link
  10. Click in the custom domain input field
  11. Click on the "Continue" button after entering the custom domain
  12. Click the "Continue" button to proceed with the custom domain
  13. On the installation page, click the checkbox for "Yes, grant access to these third-party web sites"
  14. Click the "Continue" button in the third-party access dialog

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Why should you connect Salesforce to Genesys

Salesforce is a powerful customer relationship management platform designed to enhance business efficiency and customer engagement.

Connecting Salesforce to Genesys seamlessly integrates your customer data and communication workflows, allowing teams to access detailed insights in real-time.

This integration streamlines operations by providing a unified interface for managing customer interactions, improving response times, and enhancing customer satisfaction by ensuring personalized engagement.

Ultimately, this connection empowers businesses to optimize their customer service process, fostering stronger relationships and driving growth.

Last update
February 24, 2026
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