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Creating Salesforce Integration Credentials
This topic explains how to create Integration Credentials which you can then use to connect your native Salesforce Integration Configurations with your Salesforce system. See Configuring Salesforce Integrations.
Warning: Create Connected App in Salesforce First! To create a Salesforce Integration Credential, you'll first need to create and configure a Connected App in Salesforce. For more details, please see the Salesforce documentation on how to do this.
To create Salesforce integration Credentials:
1. Select Integrations>Credentials. The Credentials page opens and any existing Credentials are listed.
2. Select Create Integration Credential. The Create page opens at Stage 1: Name the credential.
3. Enter a name in the Name credential panel.
4. Select Next. The page adjusts to show Stage 1 as checked-off and completed and shifts focus to Stage 2: Select entity type.
5. On the Entity Type Settings panel, use the drop-down to select the type of entity:
For example, if the native Integration Configuration you've set up is for sending Bills to Salesforce and you want to use this Credential to authenticate the integration, select Bill.
Note: Currently, only Bill is available for selection.
6. Select Next. The page adjusts to show Stage 2 as checked-off and completed and shifts focus to Stage 3: Select destination.
7. On the Destination Settings panel, use the drop-down to select Salesforce.
8. Select Next. The page adjusts to show Stage 3 as checked-off and completed and shifts focus to Stage 4: Authenticate.
Under Authenticate, you'll see Salesforce Connection. Enter the required authentication credentials for connecting to your Salesforce instance:
External Customer Id. The subdomain of your Salesforce Org. For example, if you access Salesforce using MyDomainName.my.salesforce.com, then your subdomain would be MyDomainName.
Client Id. The client ID obtained from the Connected App you've configured in Salesforce.
Key Id. The client secret obtained from the Connected App you've configured in Salesforce.
9. Select Create Credential. You are returned to the Credentials page where the new Salesforce Credential is listed:
The Credential is now available for connecting your Integration Configuration with Salesforce. See Configuring Salesforce Integrations>Setting Up Authentication for the Integration.
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