Skip to main content

Permission sets for Genesys Cloud for Salesforce

When the Genesys Cloud for Salesforce package is installed, two predefined permission sets are included for secure user access management. These permission sets grant the appropriate levels of access needed for administrators and users to work with the integration inside Salesforce:

  • Genesys Cloud for Salesforce CTI Admin
    • This permission set is designed for administrators who manage the integration.
    • It provides elevated access to configuration options, setup pages, and administrative features.
    • Admins assigned this permission set can configure call center settings, manage softphone layouts, and perform integration-related setup tasks within Salesforce.
  • Genesys Cloud for Salesforce CTI User
    • This permission set is intended for contact center agents and standard users who need to interact with the embedded Genesys Cloud softphone.
    • It grants access to the CTI (Computer Telephony Integration) features, such as handling calls, viewing call controls, and leveraging embedded call functionality within Salesforce.
    • It ensures users have the necessary permissions to use the Genesys Cloud integration in their daily workflows without granting them administrative privileges.

Ensure that you assign the users with the require permission set to access the objects in the integration. The object permissions available for admin and user are as follows:

  • Genesys Cloud for Salesforce CTI Admin – Read, Create, Edit, Delete, View All Records, Modify All Records, and View All Fields
  • Genesys Cloud for Salesforce CTI User – Read, Create, Edit and Delete

The following Object Settings in the permission sets are available for admin and user:

Object Name Object API Name
Activity Attributepurecloud__Activity_Attribute__c
CTI Contact Searchespurecloud__CTI_Contact_Search__c
Genesys Cloud Analyticspurecloud__PureCloud_Analytic__c
Genesys Cloud Client Event Typespurecloud__PureCloud_Client_Event_Types__c
Genesys Cloud Entitiespurecloud__PureCloud_Entity__c
Genesys Cloud ID MappingsGenesys_Cloud_ID_Mapping__c
Genesys Cloud Interaction Transcriptspurecloud__PureCloud_Chat_Transcript__c
Genesys Cloud Logspurecloud__PureCloud_Log__c
Genesys Cloud Presence Definitionspurecloud__PureCloud_Presence_Definition__c
Genesys Cloud Routing Requestspurecloud__PureCloud_Routing_Request__c
Genesys Cloud Sitespurecloud__Genesys_Cloud_Site__c
Interaction Attributespurecloud__Interaction_Attribute__c
Omni-Channel Status Mappingspurecloud__Omni_Channel_Status_Mapping__c

The following table list the different apps permissions that the integration provides:

AppsGenesys Cloud for Salesforce CTI AdminGenesys Cloud for Salesforce CTI User
Apex Class Access

purecloud.CampaignsMonitorController
purecloud.CTIContactSearchService
purecloud.CTIExtensionService
purecloud.CustomCallCenterSettings
purecloud.GenesysCloudCustomComponentsController
purecloud.PCContactListColumnController
purecloud.PCIntegrationSettingsController
purecloud.PCInteractionUtilityController
purecloud.PCPhoneTypeMappingController
purecloud.PureCloudCampaignSettingController
purecloud.PureCloudChatTranscriptService
purecloud.RecordService
purecloud.RoutingRequestsController
purecloud.TranscriptService

purecloud.CTIContactSearchService
purecloud.CTIExtensionService
purecloud.CustomCallCenterSettings
purecloud.GenesysCloudCustomComponentsController
purecloud.PCInteractionUtilityController
purecloud.PureCloudChatTranscriptService
purecloud.RecordService
purecloud.TranscriptService

Visualforce Page Access

purecloud.CustomCallCenterSettings
purecloud.PureCloudCallCenterSettings
purecloud.PureCloudCampaignSettingColumnMgmtPage
purecloud.PureCloudCampaignSettingPhoneMgmtPage
purecloud.PureCloudCampaignSettings
purecloud.PureCloudEmailRoutingSettings
purecloud.PureCloudIntegrationsSharedSettings
purecloud.PureCloudScriptConsoleComponent

purecloud.PureCloudScriptConsoleComponent