Salesforce Application Configuration

A short video visualizing all of the steps to configure Salesforce Application:

For AEX to successfully communicate with a Salesforce application, a few configuration steps need to take place within the Salesforce portal.

The following steps can be followed, in order to accomplish this:

Configuration Steps

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

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

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

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

5. Select Enable OAuth Settings.

6. Enter a Callback URL

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

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

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

• CAPROD: https://agreementexpress.net

7. Select Use digital signatures.

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.

•  The aex_SFDC_production.crt file will be provided for Production.

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

• Full access (full)

• Perform requests at any time (refresh_token, offline_access)

10. Click Save.

11. Click Manage.

12. Click Edit Policies.

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

14. Click Save.

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 Objects, the Connected App will need to be associated with a Profile/Permission Set that provides this level of access.

16. Click Save.

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.

• 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.

Salesforce Permissions

In order for AEX to connect to Salesforce, the following permissions must be enabled. These are the minimum required permissions.

Profile

A profile must be created for the API user.

API Permission

In the Administrative Permissions section, the box for API Enabled must be checked.

Object Permission

In the Standard Object Permissions section, the box for Read, Create, Edit, Delete, View All, and Modify All must be checked for all objects that are to be part of the integration manager configuration. This is giving the profile that was created the permissions for that given object.

In the example below the profile has been configured with the Accounts and Contacts objects permissions. If only the Accounts object permissions were selected, and information is passed to the Contact object, there will be an error.

Troubleshooting

If we get 404 error, check the following:

For the username provided to us (E.g. tjefferson@yourcompany.com) go to their Salesforce setup and check what is selected for Profile.

Then go to the Connected App -> Manage -> Go to the Profiles section and confirm that the same profile is selected for the connected app.