Onboarding Request Fields
This page compares the current onboarding form fields (onboarding.create) with how they map for Salesforce and Genesys Cloud.
| Current fields | Salesforce | Genesys Cloud |
|---|---|---|
| Default locale | Is this still used? | — |
| Additional CORS domains | https://<domain>.lightning.force.comhttps://<domain>.my.salesforce.comhttps://<instance>.salesforce.com | — |
| Account code (required) | Use Salesforce <domain> or user input? | User input |
| Account name | User input | User input |
| Account URL | https://<domain>.my.salesforce.com | e.g. https://apps.mypurecloud.de/ |
| Anonymize messages (Yes/No) | Should we ask this during onboarding? | — |
| Project | Map instance to project? See below. | Map Genesys environment query param to project |
| OAuth auth URL | {account_url}/services/oauth2/authorize | https://login.{environment}/oauth/authorize |
| OAuth token URL | {account_url}/services/oauth2/token | https://login.{environment}/oauth/token |
| OAuth scopes | n/a | conversations:readonly user-basic-info |
| OAuth client ID | Same for all SF accounts. How to handle? | Created in installation wizard |
| OAuth client secret | Same for all SF accounts. How to handle? | Created in installation wizard |
| Webhook secret | n/a | n/a |
| Webhook verification token | n/a | n/a |
| API URL | https://<account>.my.salesforce.com | e.g. https://api.{environment}/api/v2 |
| API token | n/a | n/a |
| API username | n/a | n/a |
| API password | n/a | n/a |
| Platform | Salesforce | Genesys-cloud |
Missing fields (Salesforce)
- Contact name
- Contact email
- Salesforce instance (e.g. EU41, NA166)
- Salesforce OrgId
Salesforce instance
A Salesforce instance is a specific server cluster where a Salesforce account is hosted. Each instance is located in a specific region.
You can look up which region an instance is in here:
See also
- Onboarding — Process overview
- Onboarding Data Model — How OnboardingRequest and OAuth fields map to Admin (including Salesforce exception)
- Platform Integrations — Setup per platform