Requirements for the data actions integration

AWS account

• An AWS Lambda function with the following characteristics:
  
  • That supports JSON-based inputs and outputs.
  • That executes in under 20 seconds.
• An IAM role that has access to one or more AWS policies or AWS Lambda functions. For more information, see . 

Genesys Cloud

• A Genesys Cloud organization.
• The following permissions (at a minimum) selected for the administrator of the integration and actions:
  Notes:

  • Depending on where you access the permissions in Genesys Cloud, the permission names appear in different formats.
  • Instead of selecting individual Integrations > Action permissions, you can select Integrations > Action > All Permissions. This permission grants administrators access to all current and future permissions associated with actions.
  • Integrations > Integration > Edit and View

    These permissions allow administrators to edit and view integrations.

  • Integrations > Action > Add, Delete, Edit, Execute, and View
    These permissions allow administrators to add, delete, edit, test, and view custom actions.
• One or more installed AWS Lambda data action integrations. For more information, see .
• An IAM role added to the integration credentials in Genesys Cloud.

For more information about the integration, see .

Genesys Cloud

• A Genesys Cloud organization with Genesys Cloud CX 1, Genesys Cloud CX 2 or Genesys Cloud CX 3 license.
• The following permissions (at a minimum) selected for the administrator of the integration and actions:
  Notes:

  • Depending on where you access the permissions in Genesys Cloud, the permission names appear in different formats.
  • Instead of selecting individual Integrations > Action permissions, you can select Integrations > Action > All Permissions. This permission grants administrators access to all current and future permissions associated with actions.
  • Integrations > Integration > Edit and View

    These permissions allow administrators to edit and view integrations.

  • Integrations > Action > Add, Delete, Edit, Execute, and View

    These permissions allow administrators to add, delete, edit, test, and view custom actions.

  • Integrations > actionFunction > Edit and View

    These permissions allow administrators to edit and view the function data action integration.

• One or more installed Genesys Cloud Function data action integrations. For more information, see .

Runtime support

Current Node.js runtime versions are supported for Genesys Cloud Function data actions. For more information about currently supported runtime versions, see . Genesys Cloud will periodically introduce support for newer Node.js runtime versions and deprecate older ones to ensure compatibility with evolving technologies and security best practices. Genesys Cloud alerts orgs via Operational Console notifications for Function data actions that use deprecated runtime versions.

For more information about Operational Console notifications, see .

Deprecation policy for runtime versions

A runtime version is announced deprecated three months before AWS initiates their Phase 1 deprecation. For more information, see . When the runtime version is marked for deprecation:

• The existing Genesys Cloud Function data actions can operate until AWS Lambda makes the runtime version unavailable. You can make changes to the configuration and the custom code until the version is deprecated.
• You cannot use deprecated runtime versions to create or update the data actions.
• You can modify the Genesys Cloud Function data actions to use a new runtime.
• The only change that you can make to a data action that is using an unavailable runtime is to use an available runtime version.

Genesys Cloud

• A Genesys Cloud organization.
• A Genesys Cloud OAuth client to authorize access to the Platform API.

  When you add a Genesys Cloud data actions integration, you must add OAuth credentials to the integration configuration. For more information, see and (Genesys Cloud Developer Center). 

• The following permissions (at a minimum) selected for the administrator of the integration and actions:
  Notes:

  • Depending on where you access the permissions in Genesys Cloud, the permission names appear in different formats.
  • Instead of selecting individual Integrations > Action permissions, you can select Integrations > Action > All Permissions. This permission grants administrators access to all current and future permissions associated with actions.
  • Integrations > Integration > Edit and View

    These permissions allow administrators to edit and view integrations.

  • Integrations > Action > Add, Delete, Edit, Execute, and View

    These permissions allow administrators to add, delete, edit, test, and view custom actions.

• One or more Genesys Cloud data actions integrations. For more information, see .
• Actions that access the Platform API with the HTTP methods GET, PUT, POST, or PATCH.

For more information about the integration, see .

Google

• A Google Cloud Platform or G Suite account. 
• A project that grants API access to your Google Cloud Platform or G Suite APIs.
• Configuration of Google Cloud Platform.

  For more information, see .

Genesys Cloud

• A Genesys Cloud organization. 
• The following permissions (at a minimum) selected for the administrator of the integration and actions: 
  Notes:

  • Depending on where you access the permissions in Genesys Cloud, the permission names appear in different formats.
  • Instead of selecting individual Integrations > Action permissions, you can select Integrations > Action > All Permissions. This permission grants administrators access to all current and future permissions associated with actions.
  • Integrations > Integration > Edit and View

    These permissions allow administrators to edit and view integrations.

  • Integrations > Action > Add, Delete, Edit, Execute, and View

    These permissions allow administrators to add, delete, edit, test, and view custom actions.

• One or more installed Google data actions integrations. For more information, see .

For more information, see .

Microsoft Dynamics 365

• A user able to access any data that you want to make available to the Microsoft Dynamics 365 data action integration.

  Use this user’s credentials for the Microsoft Dynamics 365 credentials when you add the integration to your Genesys Cloud organization. For more information, see .

• The integration registered in Azure Active Directory.

  Use the application ID that is created when you add the integration to your Genesys Cloud organization. For more information, see and .

Genesys Cloud

• A Genesys Cloud organization. 
• The following permissions (at a minimum) selected for the administrator of the integration and actions: 
  Notes:

  • Depending on where you access the permissions in Genesys Cloud, the permission names appear in different formats.
  • Instead of selecting individual Integrations > Action permissions, you can select Integrations > Action > All Permissions. This permission grants administrators access to all current and future permissions associated with actions.
  • Integrations > Integration > Edit and View

    These permissions allow administrators to edit and view integrations.

  • Integrations > Action > Add, Delete, Edit, Execute, and View

    These permissions allow administrators to add, delete, edit, test, and view custom actions.

• One or more installed Microsoft Dynamics 365 data action integrations. For more information, see .

For more information about the integration, see .

Salesforce

• A user (preferably a system admin) able to access any standard and custom fields that are used in Genesys Cloud.

  Associate this user with a profile in Salesforce that has the following settings selected:

  • API Enable 
  • View All (for accounts, cases, and contacts) 

  When you add the integration in Genesys Cloud, use this user’s credentials for the Salesforce credentials. For more information, see .

• Enable Allow OAuth Username-Password Flows settings in OAuth and OpenID Connect Settings. For more information, see .

Genesys Cloud

• A Genesys Cloud organization. 
• The following permissions (at a minimum) selected for the administrator of the integration and actions: 
  Notes:

  • Depending on where you access the permissions in Genesys Cloud, the permission names appear in different formats.
  • Instead of selecting individual Integrations > Action permissions, you can select Integrations > Action > All Permissions. This permission grants administrators access to all current and future permissions associated with actions.
  • Integrations > Integration > Edit and View

    These permissions allow administrators to edit and view integrations.

  • Integrations > Action > Add, Delete, Edit, Execute, and View

    These permissions allow administrators to add, delete, edit, test, and view custom actions.

• One or more installed Salesforce data action integrations. For more information, see .

For more information about the integration, see .

Web service

• A web service that supports the following items:
  • JSON-based web service calls.
  • No authentication, Basic authentication, user-defined authentication, or user-defined (OAuth) authentication. For more information, see .
  • HTTP methods GET, PUT, POST, PATCH, or DELETE.
  • An HTTPS endpoint on port 443. 
    Note: The integration does not support other ports. For more information, see .
  • TLS 1.2 or TLS 1.3 encryption protocol.
  • Presents a public-trusted certificate from one of the .
  • Provides all of the intermediate certificates during the TLS negotiation.

Genesys Cloud

• A Genesys Cloud organization.
• The following permissions (at a minimum) selected for the administrator of the integration and actions:
  Notes:

  • Depending on where you access the permissions in Genesys Cloud, the permission names appear in different formats.
  • Instead of selecting individual Integrations > Action permissions, you can select Integrations > Action > All Permissions. This permission grants administrators access to all current and future permissions associated with actions.
  • Integrations > Integration > Edit and View

    These permissions allow administrators to edit and view integrations.

  • Integrations > Action > Add, Delete, Edit, Execute, and View

    These permissions allow administrators to add, delete, edit, test, and view custom actions.

• One or more installed web services data action integrations. For more information, see .
• Authentication credentials added to the integration configuration in Genesys Cloud, if required for the web service.

For more information about the integration, see .

Zendesk

• A verified user in Zendesk (preferably an administrator for access control purposes).

  Use this user’s ID for the Zendesk credentials when you add the integration to your Genesys Cloud organization. For more information, see .

• An API token.

Genesys Cloud

• A Genesys Cloud organization. 
• The following permissions (at a minimum) selected for the administrator of the integration and actions: 
  Notes:

  • Depending on where you access the permissions in Genesys Cloud, the permission names appear in different formats.
  • Instead of selecting individual Integrations > Action permissions, you can select Integrations > Action > All Permissions. This permission grants administrators access to all current and future permissions associated with actions.
  • Integrations > Integration > Edit and View

    These permissions allow administrators to edit and view integrations.

  • Integrations > Action > Add, Delete, Edit, Execute, and View

    These permissions allow administrators to add, delete, edit, test, and view custom actions.

• One or more installed Zendesk data action integrations. For more information, see .

For more information about the integration, see .