Post Install Steps

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Follow these Post Install Steps to ensure seamless operation of you Plinqx application

📄️ Create Connected App

Plinqx uses this Connected Application to securely interact with the Salesforce platform APIs, ensuring that we follow best practices.

📄️ Update Auth Provider

Plinqx uses this Auth Provider to securely authenticate internal API calls to the Salesforce Metadata API. This ensures a seamless and secure integration between Plinqx and Salesforce, following best practices for authentication and authorization.

📄️ Create Named Credential

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.