Genesys Cloud - Main

Hello,

Is there a way to setup the Salesforce Integration with a OAUth setup using client id and client secret instead of username and password?
The reason is that due to company security policies the password of users have to be changed and consequence of this is that data actions stop working.
Then a new password has to be set, security token requested and the integration configuration has to be changed.

I also have tried to setup a Integration to Salesforce using the Web Service Data Action but without success. But with the Web Service Data Action i have the possibilitie to chosse different authentication methods.

Anyone had the same issue and was able to setup a Web Service Data Action with Salesforce?
Or found a solution to have different authentication method for the Salesforce Integration?

kind regards

Rene
#Integrations

------------------------------
Rene Perez Solis
Service Architect
------------------------------

Was there any reason why assigning the same password policy to integration user? General speaking, a salesforce user for integration purposes should be assigned a different profile and a different password policy - e.g. a longer expiry or even never expired.

------------------------------
Daniel Cheng
Edith Cowan University
------------------------------

Original Message:
Sent: 06-23-2021 02:54
From: Rene Perez Solis
Subject: Salesforce OAuth

Hello,

Is there a way to setup the Salesforce Integration with a OAUth setup using client id and client secret instead of username and password?
The reason is that due to company security policies the password of users have to be changed and consequence of this is that data actions stop working.
Then a new password has to be set, security token requested and the integration configuration has to be changed.

I also have tried to setup a Integration to Salesforce using the Web Service Data Action but without success. But with the Web Service Data Action i have the possibilitie to chosse different authentication methods.

Anyone had the same issue and was able to setup a Web Service Data Action with Salesforce?
Or found a solution to have different authentication method for the Salesforce Integration?

kind regards

Rene
#Integrations

------------------------------
Rene Perez Solis
Service Architect
------------------------------

Its the strong company password policy which does not allow to have password set for long period or even no expire date.
This is why I was trying to get the Web Service Data Action as there you can set clientId / clientSecret but yet without success.

Would be nice to have more options on the Salesforce integration to choose from different authentication.
From Salesforce towards Genesys I can set a OAuth Client credentials and this is fine. but from Genesys to Salesforce its only username, password and security token.

------------------------------
Rene Perez Solis
Service Architect
------------------------------

Original Message:
Sent: 06-24-2021 01:48
From: Daniel Cheng
Subject: Salesforce OAuth

Was there any reason why assigning the same password policy to integration user? General speaking, a salesforce user for integration purposes should be assigned a different profile and a different password policy - e.g. a longer expiry or even never expired.

------------------------------
Daniel Cheng
Edith Cowan University

Original Message:
Sent: 06-23-2021 02:54
From: Rene Perez Solis
Subject: Salesforce OAuth

Hello,

Is there a way to setup the Salesforce Integration with a OAUth setup using client id and client secret instead of username and password?
The reason is that due to company security policies the password of users have to be changed and consequence of this is that data actions stop working.
Then a new password has to be set, security token requested and the integration configuration has to be changed.

I also have tried to setup a Integration to Salesforce using the Web Service Data Action but without success. But with the Web Service Data Action i have the possibilitie to chosse different authentication methods.

Anyone had the same issue and was able to setup a Web Service Data Action with Salesforce?
Or found a solution to have different authentication method for the Salesforce Integration?

kind regards

Rene
#Integrations

------------------------------
Rene Perez Solis
Service Architect
------------------------------

Hi Rene

How do they get on with "service accounts" that may be required for certain applications to run?  That's essentially what this is so if they look at it from that angle then it's likely a different security policy would be in place.  Of course these days applications running on premise that need service accounts are becoming more and more rare :)

------------------------------
Vaun McCarthy
NTT New Zealand Limited
------------------------------

Original Message:
Sent: 06-24-2021 02:11
From: Rene Perez Solis
Subject: Salesforce OAuth

Its the strong company password policy which does not allow to have password set for long period or even no expire date.
This is why I was trying to get the Web Service Data Action as there you can set clientId / clientSecret but yet without success.

Would be nice to have more options on the Salesforce integration to choose from different authentication.
From Salesforce towards Genesys I can set a OAuth Client credentials and this is fine. but from Genesys to Salesforce its only username, password and security token.

------------------------------
Rene Perez Solis
Service Architect

Original Message:
Sent: 06-24-2021 01:48
From: Daniel Cheng
Subject: Salesforce OAuth

Was there any reason why assigning the same password policy to integration user? General speaking, a salesforce user for integration purposes should be assigned a different profile and a different password policy - e.g. a longer expiry or even never expired.

------------------------------
Daniel Cheng
Edith Cowan University

Original Message:
Sent: 06-23-2021 02:54
From: Rene Perez Solis
Subject: Salesforce OAuth

Hello,

Is there a way to setup the Salesforce Integration with a OAUth setup using client id and client secret instead of username and password?
The reason is that due to company security policies the password of users have to be changed and consequence of this is that data actions stop working.
Then a new password has to be set, security token requested and the integration configuration has to be changed.

I also have tried to setup a Integration to Salesforce using the Web Service Data Action but without success. But with the Web Service Data Action i have the possibilitie to chosse different authentication methods.

Anyone had the same issue and was able to setup a Web Service Data Action with Salesforce?
Or found a solution to have different authentication method for the Salesforce Integration?

kind regards

Rene
#Integrations

------------------------------
Rene Perez Solis
Service Architect
------------------------------

Unfortunately, my recommendation for how to proceed would be to use the web service data actions integration, and setup a connected app within Salesforce to generate your oauth client credentials, which would then be used with the WSDA integration.  The actions from a Salesforce Data Action integration could then be copied into the WSDA integration, and you should generally be in a pretty good place.  

It's important to note that all data actions are doing the same thing under the hood.  The "prepackaged" integrations for data actions are really just handling the authentication step for you, where the web service data action integration allows you to define how that authentication step works.

------------------------------
Richard Schott
Genesys - Employees
------------------------------

Original Message:
Sent: 06-23-2021 02:54
From: Rene Perez Solis
Subject: Salesforce OAuth

Hello,

Is there a way to setup the Salesforce Integration with a OAUth setup using client id and client secret instead of username and password?
The reason is that due to company security policies the password of users have to be changed and consequence of this is that data actions stop working.
Then a new password has to be set, security token requested and the integration configuration has to be changed.

I also have tried to setup a Integration to Salesforce using the Web Service Data Action but without success. But with the Web Service Data Action i have the possibilitie to chosse different authentication methods.

Anyone had the same issue and was able to setup a Web Service Data Action with Salesforce?
Or found a solution to have different authentication method for the Salesforce Integration?

kind regards

Rene
#Integrations

------------------------------
Rene Perez Solis
Service Architect
------------------------------

@Richard schott do you have an exmaple of aWSDA salesforce Integration?
I coudl not get the custom auth working yet.​

------------------------------
Rene Perez Solis
Service Architect
------------------------------

Original Message:
Sent: 06-24-2021 08:52
From: Richard Schott
Subject: Salesforce OAuth

Unfortunately, my recommendation for how to proceed would be to use the web service data actions integration, and setup a connected app within Salesforce to generate your oauth client credentials, which would then be used with the WSDA integration.  The actions from a Salesforce Data Action integration could then be copied into the WSDA integration, and you should generally be in a pretty good place.

It's important to note that all data actions are doing the same thing under the hood.  The "prepackaged" integrations for data actions are really just handling the authentication step for you, where the web service data action integration allows you to define how that authentication step works.

------------------------------
Richard Schott
Genesys - Employees

Original Message:
Sent: 06-23-2021 02:54
From: Rene Perez Solis
Subject: Salesforce OAuth

Hello,

Is there a way to setup the Salesforce Integration with a OAUth setup using client id and client secret instead of username and password?
The reason is that due to company security policies the password of users have to be changed and consequence of this is that data actions stop working.
Then a new password has to be set, security token requested and the integration configuration has to be changed.

I also have tried to setup a Integration to Salesforce using the Web Service Data Action but without success. But with the Web Service Data Action i have the possibilitie to chosse different authentication methods.

Anyone had the same issue and was able to setup a Web Service Data Action with Salesforce?
Or found a solution to have different authentication method for the Salesforce Integration?

kind regards

Rene
#Integrations

------------------------------
Rene Perez Solis
Service Architect
------------------------------

Hi,
Could you please help with the same question - different authentication method for the Salesforce Integration?

------------------------------
Bharath Shyamala
Cognizant Technology Solutions India
------------------------------

Original Message:
Sent: 06-28-2021 08:33
From: Rene Perez Solis
Subject: Salesforce OAuth

@Richard schott do you have an exmaple of aWSDA salesforce Integration?
I coudl not get the custom auth working yet.​

------------------------------
Rene Perez Solis
Service Architect

Original Message:
Sent: 06-24-2021 08:52
From: Richard Schott
Subject: Salesforce OAuth

Unfortunately, my recommendation for how to proceed would be to use the web service data actions integration, and setup a connected app within Salesforce to generate your oauth client credentials, which would then be used with the WSDA integration.  The actions from a Salesforce Data Action integration could then be copied into the WSDA integration, and you should generally be in a pretty good place.

It's important to note that all data actions are doing the same thing under the hood.  The "prepackaged" integrations for data actions are really just handling the authentication step for you, where the web service data action integration allows you to define how that authentication step works.

------------------------------
Richard Schott
Genesys - Employees

Original Message:
Sent: 06-23-2021 02:54
From: Rene Perez Solis
Subject: Salesforce OAuth

Hello,

Is there a way to setup the Salesforce Integration with a OAUth setup using client id and client secret instead of username and password?
The reason is that due to company security policies the password of users have to be changed and consequence of this is that data actions stop working.
Then a new password has to be set, security token requested and the integration configuration has to be changed.

I also have tried to setup a Integration to Salesforce using the Web Service Data Action but without success. But with the Web Service Data Action i have the possibilitie to chosse different authentication methods.

Anyone had the same issue and was able to setup a Web Service Data Action with Salesforce?
Or found a solution to have different authentication method for the Salesforce Integration?

kind regards

Rene
#Integrations

------------------------------
Rene Perez Solis
Service Architect
------------------------------

I am planing to integrate Genesys cloud with salesforce, please let me know if what is the security token i have to use.

------------------------------
Anush Shetty
SBI Shinsei Bank, Limited
------------------------------

Original Message:
Sent: 06-23-2021 02:54
From: Rene Perez Solis
Subject: Salesforce OAuth

Hello,

Is there a way to setup the Salesforce Integration with a OAUth setup using client id and client secret instead of username and password?
The reason is that due to company security policies the password of users have to be changed and consequence of this is that data actions stop working.
Then a new password has to be set, security token requested and the integration configuration has to be changed.

I also have tried to setup a Integration to Salesforce using the Web Service Data Action but without success. But with the Web Service Data Action i have the possibilitie to chosse different authentication methods.

Anyone had the same issue and was able to setup a Web Service Data Action with Salesforce?
Or found a solution to have different authentication method for the Salesforce Integration?

kind regards

Rene
#Integrations

------------------------------
Rene Perez Solis
Service Architect
------------------------------

The Salesforce Data Action integration utilizes the Salesforce Password authentication flow, which leverages the username, password, and security token for an individual user as the authentication mechanism to access the Salesforce REST APIs.  The Security Token is provided via Salesforce, typically through an email to the email address configured on the user, whenever the user's password is reset.  You can also reset the Security Token by selecting "Reset My Security Token" from the user settings menu within Salesforce (click on your Avatar in the upper right, select "settings", then "Reset My Security Token"); this will email an updated security token for the user.  

If you opt to leverage an alternative mechanism for authenticating with Salesforce, then you will need to use the Web Services Data Action integration, and configure the auth to align with your chosen authentication mechanism in Salesforce.  There are other posts in this thread with advice on how to achieve that.

------------------------------
Richard Schott
Genesys - Employees
------------------------------

Original Message:
Sent: 03-13-2024 22:40
From: Anush Shetty
Subject: Salesforce OAuth

I am planing to integrate Genesys cloud with salesforce, please let me know if what is the security token i have to use.

------------------------------
Anush Shetty
SBI Shinsei Bank, Limited

Original Message:
Sent: 06-23-2021 02:54
From: Rene Perez Solis
Subject: Salesforce OAuth

Hello,

Is there a way to setup the Salesforce Integration with a OAUth setup using client id and client secret instead of username and password?
The reason is that due to company security policies the password of users have to be changed and consequence of this is that data actions stop working.
Then a new password has to be set, security token requested and the integration configuration has to be changed.

I also have tried to setup a Integration to Salesforce using the Web Service Data Action but without success. But with the Web Service Data Action i have the possibilitie to chosse different authentication methods.

Anyone had the same issue and was able to setup a Web Service Data Action with Salesforce?
Or found a solution to have different authentication method for the Salesforce Integration?

kind regards

Rene
#Integrations

------------------------------
Rene Perez Solis
Service Architect
------------------------------

I was able to get a similar setup working by creating an integration to generate the token by setting the Oauth fields that I needed (see below).  What issue are you having with getting an Oauth integration/data action working?

------------------------------
Maureen Shaw
Helpware Inc
------------------------------

Original Message:
Sent: 06-23-2021 02:54
From: Rene Perez Solis
Subject: Salesforce OAuth

Hello,

Is there a way to setup the Salesforce Integration with a OAUth setup using client id and client secret instead of username and password?
The reason is that due to company security policies the password of users have to be changed and consequence of this is that data actions stop working.
Then a new password has to be set, security token requested and the integration configuration has to be changed.

I also have tried to setup a Integration to Salesforce using the Web Service Data Action but without success. But with the Web Service Data Action i have the possibilitie to chosse different authentication methods.

Anyone had the same issue and was able to setup a Web Service Data Action with Salesforce?
Or found a solution to have different authentication method for the Salesforce Integration?

kind regards

Rene
#Integrations

------------------------------
Rene Perez Solis
Service Architect
------------------------------