How to Connect Salesforce to Genesys

Updated on:

May 12, 2026

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Use this interactive demo to learn how to install CX Cloud from Genesys via Salesforce AppExchange.

Quick summary

This tutorial walks you through the complete process of installing CX Cloud from Genesys on Salesforce AppExchange, from finding the app listing to confirming the installed package in your Salesforce org. The Genesys Salesforce integration can be set up in minutes using the sandbox installation flow directly from AppExchange.

Steps

Go to Salesforce AppExchange and search for CX Cloud from Genesys.
On the app listing page, click the Try It Free button.
Select the Try in Sandbox option to continue with a sandbox installation.
Enter your contact information and click Continue to Installation.
Log in to proceed and install the application in your Salesforce org.
Click Use Custom Domain to add your Salesforce domain.
Enter your Salesforce domain and click Continue.
Choose who you are installing the app for, then click Install.
If prompted, approve Third Party Access and click Continue.
Verify the installation by navigating to Settings > Advanced Setup > Installed Packages.

📌 Why this matters

The Genesys and Salesforce integration — CX Cloud from Genesys — connects your contact center with your CRM, giving agents real-time customer context directly inside Salesforce. This integration eliminates the need to switch between platforms, reducing handle time and improving agent efficiency. For customer experience teams, it means faster resolutions and a unified view of every customer interaction. Installing CX Cloud from Genesys via Salesforce AppExchange is the first step to delivering AI-powered, data-driven customer service at scale.

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