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 Attribute | purecloud__Activity_Attribute__c |
| CTI Contact Searches | purecloud__CTI_Contact_Search__c |
| Genesys Cloud Analytics | purecloud__PureCloud_Analytic__c |
| Genesys Cloud Client Event Types | purecloud__PureCloud_Client_Event_Types__c |
| Genesys Cloud Entities | purecloud__PureCloud_Entity__c |
| Genesys Cloud ID Mappings | Genesys_Cloud_ID_Mapping__c |
| Genesys Cloud Interaction Transcripts | purecloud__PureCloud_Chat_Transcript__c |
| Genesys Cloud Logs | purecloud__PureCloud_Log__c |
| Genesys Cloud Presence Definitions | purecloud__PureCloud_Presence_Definition__c |
| Genesys Cloud Routing Requests | purecloud__PureCloud_Routing_Request__c |
| Genesys Cloud Sites | purecloud__Genesys_Cloud_Site__c |
| Interaction Attributes | purecloud__Interaction_Attribute__c |
| Omni-Channel Status Mappings | purecloud__Omni_Channel_Status_Mapping__c |
The following table list the different apps permissions that the integration provides:
| Apps | Genesys Cloud for Salesforce CTI Admin | Genesys Cloud for Salesforce CTI User |
|---|---|---|
| Apex Class Access | purecloud.CampaignsMonitorController | purecloud.CTIContactSearchService |
| Visualforce Page Access | purecloud.CustomCallCenterSettings | purecloud.PureCloudScriptConsoleComponent |
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