Test data actions for integrations

AI-generated summary

Genesys Cloud provides comprehensive data action testing capabilities across multiple integration platforms, including AWS Lambda, Google Cloud Functions, Salesforce, Microsoft Dynamics 365, and Zendesk. The testing framework supports various action types, from draft and published custom actions to static CRM actions and custom auth actions, all accessible through the Setup page's Test tab. Security measures include credential redaction during web services testing, while the "Flatten output" option ensures compatibility with Genesys Cloud applications. Testing executes sequentially, with access to the last 4KB of console statement logs for Function data actions. The platform handles direct interaction with external services, automatically converts stringified JSON responses, and manages potential transfer encoding compatibility issues. Integration configuration options include custom action setup, contract management, and specific timeout parameters, ensuring robust cross-platform functionality while maintaining security and data integrity throughout the testing process.

Note: This article applies to the AWS Lambda, Function, Genesys Cloud, Google, Microsoft Dynamics 365, Salesforce, web services, and Zendesk data actions integrations.

You can test data actions for the data actions integrations.

Test draft custom actions for validation or execution errors. For more information, see Create a custom action.
Test published custom actions for help debugging issues.
Test static actions to see if the action works as expected with your CRM.
Test custom auth actions to see what information the action returns. For more information, see How to use the User Defined (OAuth) credential type and Workflow for the User Defined (OAuth) credential type.

Note: For security purposes, when the web services data actions integration tests custom auth actions for the User Defined (OAuth) credential type or custom actions for User Defined and User (OAuth) credential types, the integration redacts all credential information. For more information about credential types, see Credential types.

Warning: Do not include sensitive data in your action. Test displays the entire request and response payload under Operations, including sensitive data.

On the Setup page, click the Test tab. For more information, see Manage actions for integrations.
Test runs various operations to check for errors.
Under Input, add information for the fields that appear.
These fields are defined in the Input Contract. For custom actions, if you completed the Input Contract but no fields appear here, then refresh your browser. For more information, see Add contracts to custom actions.
Keep Flatten output selected.
This selection flattens the data returned from the Output Contract. For more information, see Add contracts to custom actions.
Note: Most Genesys Cloud applications use flattened data.
Click Run Action.
The action executes in test mode, which reports test results at each operation. The test stops after the first failure. For more information about failures, see Data action fails during testing.
Note: For Genesys Cloud Function data action, the test returns the last 4 KB of the log files generated by console statement within the code. These logs are available only during the testing phase of the data action.
Information about the AWS Lambda and web services data actions integrations and Google Cloud Functions (1st gen)
- Running the action hits your AWS Lambda function, your Google Cloud Functions (1st gen), or your external web service.
- The test execution of a data action that calls Google Cloud Functions (1st gen) converts the stringified JSON response to JSON.
- If testing returns errors for items that are correct, such as “Invalid JSON” for correct JSON, the transfer encoding that your web service and Genesys Cloud uses could be incompatible. For more information, see Custom action fails for unexpected reason.

For more information, see About custom actions for integrations and How many seconds before a data action times out?.

For more information about the integrations, see About the data actions integrations.

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Test data actions for integrations