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  • 1.  iFrame Salesforce Dashboards

    Posted 20 days ago

    Hi everyone,

    I am trying to embed Salesforce Dashboards into Genesys (via an iFrame / Custom Widget), but I've run into a roadblock due to Salesforce's enabled Clickjack Protection, which blocks standard Salesforce URLs from being iFramed.

    To bypass this, our Salesforce team developed a Lightning Out Web Component (LWC) and provided us with the custom JavaScript code to initialize it. However, we are struggling with how to actually host and execute this custom JS within the Genesys environment to render the dashboard.

    Has anyone successfully implemented Salesforce Dashboards in Genesys using Lightning Out or LWCs?

    Specifically, I'd love to know:

    1. Are there alternative approaches to displaying real-time Salesforce dashboards inside Genesys without lowering Salesforce's Clickjack security settings?


    #Integrations

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    SACHIN
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  • 2.  RE: iFrame Salesforce Dashboards

    Posted 17 days ago

    I'm not familiar with working with LO; however, depending on your specific requirements (security, authentication, use cases), you can place an LWC on an Experience Site and then surface that site within Genesys via a Standalone Client App integration. Clickjack protection levels, trusted domains, etc., can be configured on the Experience Site.



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    Jason Schlotterback
    N/A
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  • 3.  RE: iFrame Salesforce Dashboards

    Posted 14 days ago

    Hi Sachin,

    We faced a similar challenge in an environment integrating Genesys Cloud and Salesforce. In general, trying to embed native Salesforce dashboards directly inside a Genesys custom widget is difficult because of Salesforce Clickjack Protection and the authentication context required by Lightning components.

    If your Salesforce team has already built an LWC/Lightning Out solution, the easiest approach is typically not to host the JavaScript inside Genesys itself, but rather to host it on an external web server or a Salesforce Experience Cloud site. Then, expose that page within Genesys through a Custom Widget or Standalone Client App.

    Jason's suggestion regarding an Experience Site is probably the cleanest architecture because:

    • Salesforce continues to manage authentication and session handling.
    • Clickjack and trusted domain settings can be controlled specifically for the Experience Site.
    • The LWC can be maintained by the Salesforce team without requiring changes in Genesys.
    • You avoid weakening global Salesforce security settings.

    Another alternative, depending on the business requirement, is to avoid embedding the dashboard entirely and instead consume the dashboard data through Salesforce APIs and build a lightweight custom visualization within Genesys. This provides more flexibility but requires additional development and maintenance.

    I would also verify whether the dashboard truly needs to be rendered as a Salesforce dashboard, or whether displaying the underlying metrics is sufficient. In many cases, exposing the KPIs through API integrations results in a better user experience and fewer authentication/security challenges than embedding a Salesforce UI component.

    Has anyone in the community successfully hosted a Lightning Out application externally and consumed it through a Genesys Custom Widget? I'd be interested in hearing real-world implementation experiences as well.



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    Cesar Padilla
    INDRA COLOMBIA
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