Connecting Salesforce to Zentitle

Having carried out the required configuration steps to connect the SalesForce integration sample to Zentitle, we are now in a position to establish this connection.

Go to Salesforce Setup. In the quick find box, search for Named Credentials.

Click the Named Credentials link. On the next page, select the Named Credential named Zentitle API.

Follow this link and click the Edit button that appears at the top right of the new page

which will take you to the Edit page for the Zentitle API Named Credential.

At this stage, you are required to enter into SalesForce some details about your Zentitle2 account. In a separate browser window, login to Zentitle2. On the sidebar, go to Administration>API Credentials. On the API Credentials page, click the Management API tab to view the Management API Details:

Take a note of the following information:

• Tenant ID

• API URL

• OAuth URL

Keep this browser window open at the current page as we shall return to it shortly.

Go back to the Edit page for Zentitle API in SalesForce.

Ensure that the form is populated as shown above. Set the URL to be the API URL from your Zentitle Account. (i.e., https://sf-demo.api.zentitle.io) and click Save.

Back on the Zentitle API edit page, go to the Custom Headers section and click the New button.

Under the Custom Headers section click Edit to change the N-TenantId, and replace the value with the Tenant ID found in the API Credentials page of your Zentitle Account and click Save.

Go back to the Named Credentials page and click on the External Credential tab. Click on the External Credential named Zentitle Api.

In the Actions dropdown, click Edit to update the External Credential.

This will take you to the edit page.

Set the Identity Provider URL to be the OAuth URL value found on the API Credentials page of your Zentitle Account, appended by /protocol/openid-connect/token (i.e., https://sf-demo.keycloak.zentitle.io/realms/sf-demo/protocol/openid-connect/token), click Save.

Under the Principals section of the Zentitle API page, go to the Admin Perms principal. Click the Actions dropdown and select Edit.

This will take you to the Edit Principal page.

Now return to the go to the API Credentials page of your Zentitle Account and click Add API Client.

Set a name (Client ID) of your choosing and click Save.

You will be now be asked to save the Client Secret as shown. Please do so.

Back in the Salesforce Principal edit page, enter the name you used for the Client ID, copy the Client Secret from Zentitle2, enter it and click Save. This completes the setup of our Salesforce integration sample.