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Set Up Named Credential

To integrate Billing Resolution with standard industry external billing systems, such as Aria Billing, an HTTP callout as Action is used within the flow. Use named credentials to store and manage the credentials needed for HTTP callouts from Salesforce to external APIs. Salesforce manages all authentication for callouts that specify a named credential as the callout endpoint, helping you skip the remote site settings for the site defined in the named credential.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To set up a named credential:

Manage Named Credentials

OR

Customize Application
  1. Create an external credential.
    1. From Setup, in the Quick Find box, enter Named Credentials and select it.
    2. On the External Credential tab, click New.
    3. Enter a name and a label for the external credential.
    4. Select the applicable authentication protocol.
    5. Save your changes.
  2. Create an external credential principal.
    1. From Setup, in the Quick Find box, enter Named Credentials and select it.
    2. On the External Credential tab, select the external credential that you created.
    3. In the Principals section, click New.
    4. Enter the parameter name.
    5. Save your changes.
  3. Create a named credential.
    1. From Setup, in the Quick Find box, enter Named Credentials and select it.
    2. On the Named Credential tab, click New.
    3. Enter a name and a label for the named credential.
    4. Enter your billing system API URL as the URL.
      For example, if you’re using Aria Billing, use the URL provided by Aria.
    5. Turn on Enabled for Callouts.
    6. Select the external credential that you created.
    7. Save your changes.