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  • 1.  Salesforce Data Action Integration - Auth

    Posted 4 days ago

    Greetings, our Salesforce team announced that the OAuth 2.0 username-password flow grant will no longer be supported in their Winter '27 release, which is later this year. 

    https://help.salesforce.com/s/articleView?id=release-notes.rn_security_username_password_flow_retirement.htm&release=260&type=5

    The current Salesforce Integration used for data actions utilizes this Auth flow.

    Add a data actions integration - Genesys Cloud Resource Center


    How can our org best prepare for this retirement? Do we need to create a Web Services integration for Salesforce, or will the existing data action integration be updated to use alternative auth credentials?


    #DataActions

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    Meg Luong
    Service Desk Technician III
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  • 2.  RE: Salesforce Data Action Integration - Auth

    Posted 3 days ago

    Hi Meg,

    This is a very important topic, and many customers using Genesys Cloud Data Actions with Salesforce will likely need to revisit their integration architecture before the Salesforce Winter '27 retirement of the OAuth username-password flow.

    Current situation

    You are correct:

    • the native Salesforce Data Actions integration currently relies on the OAuth username-password grant flow
    • and Salesforce has announced retirement of that authentication method

    What to expect

    As of today, I have not seen official confirmation yet on whether Genesys will:

    • update the native Salesforce integration to support another OAuth flow
      or
    • deprecate/replace the current approach

    So I would strongly recommend planning proactively instead of waiting for the platform change.

    Recommended preparation strategy

    The safest long-term architecture is likely:

    • Web Services Data Actions
    • plus middleware/API layer
    • authenticated through Salesforce Connected App / External Client App

    using modern OAuth patterns such as:

    • JWT Bearer Flow
    • Client Credentials Flow

    Why this is the safer direction

    It gives you:

    • independence from the native connector auth model
    • centralized token lifecycle management
    • better security posture
    • easier future Salesforce auth changes

    Typical production pattern

    Genesys Data Action
    → Middleware/API Gateway
    → Salesforce Connected App
    → Salesforce APIs

    This also avoids embedding:

    • usernames
    • passwords
    • security tokens

    inside the integration configuration.

    My recommendation

    I would start:

    1. Inventorying all current Salesforce Data Actions
    2. Identifying dependencies on the native Salesforce integration
    3. Evaluating migration to:
      • Web Services Data Actions
      • middleware-based OAuth architecture

    especially for critical production integrations.

    At the moment, that appears to be the most future-proof approach until Genesys publishes an official migration/update strategy for the native Salesforce integration.



    ------------------------------
    Gabriel Garcia
    NA
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  • 3.  RE: Salesforce Data Action Integration - Auth

    Posted 3 days ago

    Thank you for the thorough response, Gabriel! We will start exploring those other solutions you provided.



    ------------------------------
    Meg Luong
    Service Desk Technician III
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  • 4.  RE: Salesforce Data Action Integration - Auth

    Posted 20 hours ago

    Hi @Meg Luong,

    There is an Idea related to this scenario, and Genesys is already preparing for it, the release is expected within the next few weeks.



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    Elisson Fernandes
    ------------------------------