Genesys salesforce integration
- George Apostolov
Genesys salesforce integration: step-by-step guide
Go to Salesforce AppExchange and search for CX Cloud from Genesys.
On the App page, click on the Try It Free button.
Select the Try in Sandbox option to continue.
Enter your contact information and click on the Continue to Installation button.
Now, you are set to log in and install the application.
Click on Use Custom Domain to add your Salesforce domain.
Add your Salesforce domain and hit Continue.
Choose who you are installing the app for and hit Install.
You might be asked to approve Third Party Access. Allow access and hit Continue.
You will find your apps in the Installed packages in Settings > Advanced Setup > Installed Packages.
Quick answer: To integrate Genesys in Salesforce, search for CX Cloud from Genesys on Salesforce AppExchange, select Try It Free, and choose Try in Sandbox. Enter your contact details, log in, add your custom domain, select installation preferences, approve third-party access, and find your installed app in Settings under Installed Packages.
About this Salesforce tutorial
Install the Genesys integration in Salesforce by downloading the app from AppExchange, configuring your domain, and approving third-party access. This guide covers genesys salesforce integration in 10 steps, starting with "Go to Salesforce AppExchange and search for CX Cloud from Genesys" and finishing with "You will find your apps in the Installed packages in Settings > Advanced Setup > Instal...". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does genesys salesforce integration take?
10 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce google drive integration, Groove salesforce integration and Highspot salesforce integration. Last reviewed 05 Oct 2026.
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