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Version: 1

Create Named Credential

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Plinqx uses this Named Credential to securely authenticate and manage API calls between Salesforce and Plinqx. By leveraging the Plinqx Auth Provider, this Named Credential ensures a seamless and secure connection using OAuth 2.0 authentication.

This setup allows Plinqx to interact with Salesforce APIs using a Named Principal, ensuring that API requests are authenticated correctly while following Salesforce security best practices.

Step 1: Navigate to Named Credentials​

  1. Go to Setup in Salesforce.
  2. In the Quick Find box, search for and select Named Credentials.
  3. Select the dropdown next to New Named Credential and select New Legacy

Step 2: Configure the Named Credential​

  1. Enter the following details:
    • Label: Plinqx
    • Name: Plinqx
    • URL: Set this to the base URL of your Salesforce org (e.g., https://yourorg.my.salesforce.com).
    • Identity Type: Select Named Principal.
    • Authentication Protocol: Select OAuth 2.0.

Step 3: Select the Plinqx Auth Provider​

  1. Next to the Authentication Provider field, select the lookup icon and select the Plinqx Auth Provider (previously created).
  2. Check Generate Authorization Header to ensure the correct headers are included in API requests.

Step 4: Save the Named Credential​

  1. Click Save to apply the configuration.
  2. Salesforce will validate the Named Credential setup.
  3. On the Authentication Page login using your admin/system account that you will be using.
  4. Once Authenticated click Confirm.