Configure OAuth settings

CX Cloud from Genesys and Salesforce integration needs additional authentication to configure specific features. For this authentication, you require a Genesys Cloud OAuth client with the correct permissions. The OAuth client serves as the intermediary between your Genesys Cloud and Salesforce Service Cloud providing secure access to the required resources. For more information, see OAuth client permissions for CX Cloud from Genesys and Salesforce.

To configure the OAuth settings in Genesys Cloud, create an OAuth client of Client Credentials grant type. For more information, see Create an OAuth client. Copy the Client ID and Client Secret from the OAuth client.

  1. On the Setup Home page in Salesforce, click the App Launcher icon.
  2. Search for CX Cloud Genesys Settings in the Search apps and items box and select the item.

    The Package Listings page displays.

  3. Under the Core section, click Configure for the CX Cloud from Genesys and Salesforce package.
  4. In the OAuth Settings section, click New.
  5. Enter a name for the OAuth settings.
  6. Select a Genesys Cloud region from the list.
  7. Enter the Client ID and Client Secret from your OAuth client in Genesys Cloud.
  8. Click Test to validate the credentials.
  9. (Optional) Select Default Setting to save the credentials as the default authentication for the contact center.
  10. Click Save.