External Client App for Webex Contact Center integration

Configure the External Client App for Webex Contact Center Salesforce Connector

To use Salesforce Voice to its full extent, the Contact Center call flow can be adapted to create the Voice Call record and to execute a Salesforce Omni-Channel flow while the call is on the IVR.

info

There are two options to connect your Salesforce data with third-party applications. Both Connected Apps and External Client Apps are frameworks to integrate data. External Client Apps are the next generation of connected apps.

Pre-requisites

• Create a Certificate

Configuration steps

The following configuration steps are required to enable Contact Center Flows and IVRs to connect to Salesforce Voice:

1. Create a Permission Set for the Salesforce Voice Integration User
2. Clone and modify the Profile Minimum Access - API Only Integrations
3. Create a User: Salesforce Voice Integration User
4. External Client App
5. Assign the Permission Set to the External Client App

Permission Set for the Salesforce Voice Integration User

The following Permission Set grants access to Apex classes used by Connects for Salesforce Voice for the integration with Contact Center IVR flows and b+s Connects for Salesforce Voice

info

The following is an example configuration and describes the minimum required permissions for the Contact Center / IVR integration to work.

• From Setup, navigate to Users | Permission Sets

• Click on New button

  • Enter a Label, for example: IVR Access to Salesforce Voice Apex Classes
  • API Name is automatically filled out
  • License: None
  • Click on Save button

• The new Permission Set opens

• Navigate to Apex Class Access

• Click on Edit button and add the following Apex classes

  • cnxscv.ServiceRouting

• Navigate to System Permissions

• Click on Edit button and enabled the following Permissions

  • Apex REST Services
  • API Enabled

Minimum Access - API Only Integrations Profile

This Profile is used to integrate with b+s Connects for Salesforce Voice to create Voice Call records and Execute Omni-Flow from the IVR flow.

info

The following is an example configuration and describes the minimum required permissions for the Contact Center / IVR integration to work.

This is a clone from the Minimum Access - API Only Integrations profile

• From Setup, navigate to Users | Profiles

• In the Profiles list, search for the Profile Minimum Access - API Only Integrations

• Click on the profile name to open the Minimum Access - API Only Integrations profile

• On the Minimum Access - API Only Integrations profile, click the Clone button

• Enter a new Profile Name, for example: Salesforce Voice Integration

• Click on Save button

• The new Profile opens

• Verify that your Minimum Access – API Only Integrations profile has all permissions removed from the profile itself

• Navigate to System Permissions

• Make sure the following Permissions are enabled

  • API Enabled
  • Api Only User

Salesforce Voice Integration User

info

The following is an example configuration and describes the minimum required permissions for the Contact Center / IVR integration to work.

No Salesforce Salesforce Voice license or b+s Connects for Salesforce Voice license is required for the Salesforce Voice Integration User.

• From Setup, navigate to Users | Users

• Click on New User button

  • Enter First Name, Last Name, and all other mandatory fields
  • User License: Salesforce Integration
  • Profile: select the profile created in the previous step ("Salesforce Voice Integration profile", clone of Minimum Access - API Only Integrations profile)

• Click on Save button

• Open the new User record

• Assign the Permission Set License Salesforce API Integration

• Assign the Permission Set created before ("IVR Access to Salesforce Voice Apex Classes")

Create the Salesforce External Client App

Configure the Salesforce External Client App that is used by Cisco Webex Contact Center.

• From Setup, navigate to Apps | External Client Apps | External Client App Manager
• Click on New External Client App button

1. External Client App - Basic Information

   • External Client App Name: WxCC - Salesforce Voice
   • API Name: WxCC_Salesforce_Voice
   • Contact Email: < your email >
   • Distribution State: select Local

   

2. External Client App - API (Enable OAuth Settings)

   • Select: Enable OAuth
   • App Settings
     • Callback URL: http://localhost:1717/OauthRedirect as a sample callback URL
   • OAuth Scopes
     • Select OAuth scopes:
       • Manage user data via APIs (api)
       • Perform requests at any time (refresh_token, offline_access)

   

   • Flow Enablement
     • Select: Enable JWT Bearer Flow
     • Click Upload Files and upload the server.crt file that contains your digital certificate (see Create a Certificate)

   

   • Security
     • Uncheck the Require secret for the Web Server Flow option

   

3. Click on Create button

4. Change to Tab Policies

   • Click on Edit button

5. Policies - OAuth Policies

   • Plugin Policies
     • Permitted Users: select Admin approved users are pre-authorized
     • Confirm the change
   • App Authorization
     • Refresh Token Policy: select Immediately expire refresh token
     • IP Relaxation: select Enforce IP restrictions

   

6. Policies - App Policies

   • Start Page: none
   • Select Permission Sets: Assign the Permission Set created before ("IVR Access to Salesforce Voice Apex Classes")

   

7. Click on Save button

8. Change to Tab Settings

   • Section OAuth Settings, click Consumer Key and Secret button
   • wait for email and verify your identity

   

   • A new browser tab opens a screen with the Consumer Details
   • Click Copy and save the Consumer Key. The consumer key is used later to create the Salesforce Connector on Webex Contact Center Control Hub.

   

Important: Maintain Security by Periodically Rotating Secrets

Make sure you regularly rotate your Private Key and Certificate to keep your integrations secure.

To create a new Private Key and Certificate see Create a Certificate.

Update the Private Key in the Contact Center Connector in Webex Hub and the Certificate in the External Client App in Salesforce.