To use named credentials, you must first configure an external credential. The external credential represents the details of how Salesforce authenticates to an external system via an authentication protocol.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: all editions |
| User Permissions Needed | |
|---|---|
| To view external credentials: | View Setup and Configuration |
| To create, edit, or delete external credentials: | Manage Named Credentials or Customize Applications |
Before creating a named credential, you must create at least one external credential to map the named credential to. The specific steps to create an external credential vary depending on the authentication protocol you choose. For more on authentication protocols, see Authentication Protocols for Named Credentials.
- Create or Edit an AWS Signature v4 External Credential
To authenticate callouts to resources in Amazon Web Services over HTTP, create an external credential that uses the AWS Signature v4 protocol. - Create or Edit a Basic Authentication External Credential
To authenticate directly into an external system with a static username and password, create an external credential that uses the Basic authentication protocol. - Create or Edit a Custom Authentication External Credential
To account for web service providers that use unique headers for authentication, create an external credential that uses the Custom authentication protocol. - Create or Edit a JWT External Credential
To manage your authentication into the external system with a JSON Web Token (JWT), create an external credential that uses the JWT authentication protocol. The JWT authentication protocol supports server-to-server integration. - Create or Edit a No Authentication External Credential
To support callouts to endpoints without authentication, create an external credential that uses the No Authentication protocol. - Create or Edit an OAuth External Credential
External credentials support four different variants of the OAuth authentication protocol.