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Create and Configure Integration Definitions and Named Credentials

To connect Salesforce with an external system, create integration definitions. APIs work with the integration definitions to perform operations in both Salesforce and the external system. Link the prebuilt APEX class to the integration definition.

Required Editions

Available in: Lightning Experience
Available in: View product and edition availability.
User Permissions Needed
To create Apex Defined integration definitions: Customize Application
  1. Create an integration definition with these details, save the changes, and activate the integration definition.
    Type Apex Defined
    Name PostComplianceDetails
    Apex Class fsc_collection_apex.RequestComplianceIntegrationProvider
    Plain Client Id Attribute Copy the consumer key from the local external client application that you created earlier.
    If you plan to change the integration definition name, make sure that you update the changed name in the remote action that's called by the integration procedure, Collections_CheckOutboundCallComplianceForBorrowerContacts.
  2. Create an external credential with these details, and save the changes. Make sure that you create a Principal.
    Authentication Protocol OAuth 2.0
    Name PostComplianceDetail
    Authentication Flow Type Client Credentials with Client Secret Flow
    Identity Provider URL Copy the Callback URL from the external auth identity provider that you created earlier and paste it here.
  3. Create a named credential with these details, and save the changes.
    Field Description
    Label postComplianceNC
    Name postComplianceNC
    URL

    Provide the API end point of the compliance application. Append the compliance query string and a specific path in the callout definition’s reference to the named credential as shown in this example.

    https://orgfeature.cumuluscapital.com/services/data/v64.0/connect/compliance/procedure/CollectionsAndRecovery/evaluate
    Enabled for Callouts Turn on this setting
    External Credential Select the external credential that you created earlier
  4. To link the new external credential principal to permission sets or user profiles so that users can make callouts by using the named credential, create a permission set and add the external credential principal.
  5. To enable any user performing an authenticated callout, in the new permission set, provide View All Fields and Modify All Records object permissions to the User External Credentials object.
  6. Assign the new permission set to the user performing an authenticated callout.