For effective peer-to-peer review scheduling, create a named credential that makes a REST call to an external system without using a username or password.
Required Editions
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud and the Lightning Scheduler Add-On license |
| User Permissions Needed | |
|---|---|
| To define a named credential | Customize Applications |
To simplify the setup of authenticated callouts, define a named credential to specify the base URL for the REST callout endpoint and its required authentication parameters in one definition. Salesforce handles all authentication; you can also skip remote site settings for the site defined in the named credential.
By separating the endpoint URL and authentication from the callout definition, named credentials make it easier to maintain callouts. For example, if an endpoint URL changes, you update only the named credential. All callouts that reference the named credential simply continue to work.
Prerequisite: Create an external client app or connected app and an authentication provider.
See New connected apps can no longer be created in Spring ‘26 for more details.
- From Setup, enter Named Credentials in the Quick Find box, then select Named Credentials.
- Click New.
-
Enter the label and name as UM, and specify the org URL.
Important Make sure you use UM as the name, or you can’t schedule peer-to-peer meetings.
-
Select the following values:
- Identity Type: Named Principal
- Authentication Protocol: OAuth 2.0
- Auth Provider: Use the value of the authentication provider that you set up earlier
- Scope: refresh_token full
- Select Start Authentication Flow on Save.
- Save your changes.