Series: Set up CX Cloud, Digital and AI for Salesforce Service Cloud Voice
Create an OAuth Client for Salesforce Service Cloud Voice
- Create record pages for the Experience objects
- Set up CX Cloud, Digital and AI for Salesforce Service Cloud
- Create service channels
- Assign field-level security
- Create and assign presence statuses to user profiles
- Create presence user and routing configurations
- Create backup queues for the flows
- Create flows to route Experience and Email Experience objects
- Create record pages for the Experience objects
- Integrate Einstein Next Best Action in Salesforce
- Create a Lightning app for CX Cloud, Digital and AI for Salesforce Service Cloud
- Integrate Einstein Next Best Action in Salesforce
- OAuth > Client > Add permission in Genesys Cloud
To allow the Lightning app in Salesforce Service Cloud Voice to receive a token, create an OAuth client. The token allows the app to make requests to the Genesys Cloud API and represents the user’s permissions for the app to access Genesys Cloud data. The app uses tokens when requests to API endpoints require authorization.
- Click Admin.
- Under Integrations, click OAuth.
- Click Add client. The Client Details tab appears.
- Set App Name to a descriptive name of the app. This name appears when someone authorizes this OAuth client.
- (Optional) In the Description box, type a brief description of the app.
- Next, set the duration of time until tokens created with this client expire. Accept the default duration, or enter a value between 300 and 172800 seconds. This sets the lifetime of the token to a maximum of two days or less.
- Select Token Implicit Grant as the Grant Types. Grant Types set the way that an application obtains an access token.Note: Implicit Grant (Browser) is a single-step authentication process where a user authenticates with Genesys Cloud and the client application directly receives an access token. This option provides less security for the access token than the authorization code grant, but is ideal for client-side browser applications (for example, JavaScript) and most desktop applications (for example, .NET WPF/WinForms or Java desktop programs).
- In the Authorised redirect URIs box, enter your Salesforce Service cloud URI for the OAuth configuration. Your Salesforce URI format is:
https://xxxx.lightning.force.com/lightning/page/home
, wherexxxx
is the name of your Salesforce org.Note: If the Use Pop-up Authentication is set to Yes in the CX Cloud, Digital and AI utility, then the redirect URL uses the static resources in/resource/genesysps__genesysAuthCallback
. The URL format is:https://xxxx.lightning.force.com/resource/genesysps__genesysAuthCallback
. - Click the Scope box and then add the following list of scopes to your app:
conversations
notifications
presence
response-management:readonly
routing:readonly
upload
users:readonly
webdeployments:readonly
messaging:readonly
- Click Save. Genesys Cloud creates a Client ID and a Client Secret (token).