How To: Create Salesforce Managed App for a Postback from AEX

Salesforce Application Configuration

Here a short video that visualizes all the steps:

In order for an AEX Company to successfully communicate with a Salesforce application, there are some configuration steps that need to take place from within the Salesforce portal.

The following steps can be followed, in order to accomplish this. Alternatively, see original instructions from Salesforce: https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_auth_connected_app.htm

1. Select the cog from the top-right menu, and choose Setup to enter the Setup view.

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2. Expand Apps, from the left-hand menu, and select App Manager, from the left-hand menu.

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3. Click New Connected App, from the top-right corner.

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4. Update the basic information as needed: Connected App Name, API Name, Contact Email.

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5. Select Enable OAuth Settings.

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6. Enter a Callback URL

   • Staging: https://staging.agreementexpress.net

   • USPROD: https://us.agreementexpress.net

   • UAT: https://uat.agreementexpress.net

   • CAPROD: https://agreementexpress.net

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7. Select Use digital signatures.

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8. Click Choose File and upload the *.crt file that contains your digital certificate.

   • The aex_SFDC.crt file will be provided for both Staging/UAT .

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      The aex_SFDC_production.crt file will be provided for Production.

   • Please contact your Project Manager or Customer Success Manager if you have not been provided the certification files.

9. Add the following OAuth scopes (minimum necessary OAuth Scopes):

   • Full access (full)

   • Perform requests at any time (refresh_token, offline_access)

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10. Click Save.

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    • IMPORTANT: Note the consumer key because you need it for Company configuration

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11. Click Manage.

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12. Click Edit Policies.

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13. In the OAuth Policies section, select Admin approved users are pre-authorized for permitted users, and click OK.

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14. Click Save.

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15. Click Manage Profiles. Select the Profiles that you want to allow access to the Managed Application

    • In order for the connected Application to perform Create and Update operations on SObjects, the Connected App will need to be associated with a Profile/Permission Set that provides this level of access.

    • Note: Only users that are associated with one or more of the Managed Application’s selected Profiles will have access to make calls to the Managed Application. (I.e. the user supplied in the SUB section of Agreement Express' Integration Credentials will need to have one of the Managed Application’s allowed Profiles)

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    Click Save.

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Salesforce Credentials

AEX requires the SUB, AUD, and ISS as credentials for Salesforce.

1. Please share them with your Project Manager and Business Analyst

   • SUB: This is the Username of the User who created the Managed Application in Salesforce.
     (E.g. tjefferson@yourcompany.com)

     • This can be identified from the View Managed App screen in Salesforce; Selecting the Created By user; Selecting the Username value from the User Details view.

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   • AUD: This is the domain of the target Salesforce instance/application.
     (E.g. https://test.salesforce.com)

   • ISS: This is the Consumer Key of the Salesforce Managed Application
     (E.g. 3MVG2JamS_x9L2ZKa4cIzuB0KI2e6GsewSM9UXs02r0HLeKExNqL3STejZ2eLrDu8PvGwU6n4H_9Vp3qg9Ldm)

     • This can be found when viewing your Managed Application within Salesforce.